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 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $2.4M |
| 2 | BERKELEY BOWL PRODUCE INC BERKELEY BOWL PRODUCE INC 401K PROFIT SHARING PLAN | BERKELEY CA | 544 | $37.4M | $2.0M |
| 3 | RMF ENGINEERING, INC. RMF ENGINEERING, INC. 401(K) PLAN | BALTIMORE MD | 289 | $68.0M | $923K |
| 4 |
| MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST |
ELMHURST IL |
| 2,945 |
| $12.1M |
| $436K |
| 5 | GRAHAM GROUP (US) INC. GRAHAM GROUP US 401(K) PLAN | SEATTLE WA | 192 | $58.3M | $387K |
| 6 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $309K |
| 7 | HELICAL DRILLING, INC. HELICAL DRILLING 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 95 | $12.0M | $232K |
| 8 | CACHE VALLEY BANK CACHE VALLEY BANK EMPLOYEE 401(K) PROFIT SHARING PLAN | LOGAN UT | 325 | $22.4M | $193K |
| 9 | HEALTH AND LIFE ORGANIZATION INC HALO 401K PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 207 | $7.0M | $28K |
| 10 | PEREIRA & O'DELL LLC PEREIRA & O'DELL 401(K) PLAN | SAN FRANCISCO CA | 90 | $12.4M | $10K |
