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 | LECHASE CONSTRUCTION SERVICES, LLC LECHASE COMPANIES 401(K) SALARY SAVINGS TRUST | ROCHESTER NY | 547 | $100.9M | $1.5M |
| 2 | VENERABLE HOLDINGS, INC. VENERABLE 401K SAVINGS PLAN | WEST CHESTER PA | 434 | $87.7M | $939K |
| 3 | WILSON & MUIR BANCORP, INC. WILSON & MUIR BANCORP, INC. 401(K) & PROFIT SHARING PLAN | BARDSTOWN KY | 144 | $23.1M | $287K |
| 4 |
| ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST |
HOUSTON TX |
| 252 |
| $6.9M |
| $115K |
| 5 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $77K |
| 6 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $75K |
| 7 | HEALTH PLUS MANAGEMENT LLC HEALTH PLUS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | UNIONDALE NY | 306 | $3.3M | $44K |
| 8 | RETIREMENT UNLIMITED, INC. RETIREMENT UNLIMITED 401(K) PLAN | ROANOKE VA | 1,190 | $13.3M | $41K |
| 9 | HATALOM CORPORATION HATALOM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO FL | 178 | $3.7M | $12K |
| 10 | ARROW FABRICATED TUBING, INC. ARROW FABRICATED TUBING, INC. 401(K) PROFIT SHARING PLAN | GARLAND TX | 230 | $8.6M | $11K |
