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 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $3.9M |
| 2 | POSITIVE PROMOTIONS, INC. POSITIVE PROMOTIONS 401(K) SAVINGS PLAN | HAUPPAUGE NY | 856 | $17.5M | $881K |
| 3 | SUNVERA GROUP, LLC SUNVERA GROUP, LLC 401(K) SAVINGS PLAN | BINGHAM FARMS MI | 507 | $15.2M | $854K |
| 4 |
| REDWOOD CREDIT UNION REDWOOD CREDIT UNION TARGET BENEFIT PLAN |
SANTA ROSA CA |
| 109 |
| $36.1M |
| $700K |
| 5 | INTERACTIONS, LLC INTERACTIONS, LLC 401(K) PLAN | FRANKLIN MA | 199 | $37.5M | $369K |
| 6 | THE ENDOCRINE SOCIETY THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 72 | $31.2M | $298K |
| 7 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $291K |
| 8 | LEANTAAS, INC. LEANTAAS 401(K) SAVINGS PLAN | SANTA CLARA CA | 379 | $33.8M | $131K |
| 9 | MARVEL ARCHITECTS, PLLC MARVEL ARCHITECTS LANDSCAPE AR 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 102 | $8.7M | $98K |
| 10 | TM3 SYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL CT | 167 | $9.1M | $39K |
