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 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION PENSION PLAN | BETHPAGE NY | 152 | $113.6M | $4.8M |
| 2 | BROWN DISTRIBUTING COMPANY, LTD 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | AUSTIN TX | 448 | $38.6M | $1.6M |
| 3 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $1.2M |
| 4 | ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE NY | 3,057 | $228.2M | $1.0M |
| 5 | BST & CO. CPAS, LLP BST & CO. CPAS, LLP 401(K) PLAN | LATHAM NY | 108 | $18.8M | $915K |
| 6 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $913K |
| 7 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 97 | $43.5M | $810K |
| 8 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $604K |
| 9 | ATLANTA HEART SPECIALISTS, LLC ATLANTA HEART SPECIALISTS, LLC 401(K) PLAN | TUCKER GA | 105 | $20.5M | $595K |
| 10 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | AUSTIN TX | 203 | $16.0M | $517K |
