U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $2.1M |
| 2 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $1.7M |
| 3 | GREEN CONTRACTING COMPANY, INC. GREEN CONTRACTING COMPANY, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 73 | $18.9M | $926K |
| 4 |
| QUIDDITY ENGINEERING, LLC QUIDDITY 401(K) PROFIT SHARING PLAN |
BELLAIRE TX |
| 645 |
| $110.8M |
| $893K |
| 5 | ALABAMA MEDICAL GROUP P.C. ALABAMA MEDICAL GROUP 401(K) PSP | MOBILE AL | 142 | $23.8M | $841K |
| 6 | W. N. TUSCANO AGENCY, INC. W.N. TUSCANO AGENCY, INC. 401(K) SAVINGS PLAN | GREENSBURG PA | 127 | $28.9M | $810K |
| 7 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $750K |
| 8 | LOHMANN CORPORATION, U.S. LOHMANN CORPORATION U.S. 401 (K) PS PLAN | HEBRON KY | 91 | $9.9M | $589K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN | SAN DIEGO CA | 93 | $9.4M | $526K |
| 10 | FIRST INSURANCE GROUP LLC THE HARRY A KOCH CO. 401(K) PLAN | OMAHA NE | 129 | $29.4M | $511K |
