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 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $573K |
| 2 | AMERICAN DENTAL PARTNERS, INC. AMERICAN DENTAL PARTNERS, INC. SAVINGS AND RETIREMENT PLAN | EFFINGHAM IL | 565 | $59.5M | $339K |
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M |
| $335K |
| 4 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $290K |
| 5 | THE GUND COMPANY, INC. THE GUND COMPANY RETIREMENT SAVINGS PLAN | ST LOUIS MO | 457 | $38.6M | $145K |
| 6 | TITAN AMERICA LLC TITAN AMERICA LLC 401(K) RETIREMENT SAVINGS PLAN | NORFOLK VA | 2,741 | $236.3M | $121K |
| 7 | PERFECT HEALTH, INC. PERFECT HEALTH 401(K) PLAN | KANSAS CITY MO | 409 | $12.1M | $84K |
| 8 | ADDGENE, INC ADDGENE 403(B) SAVINGS AND RETIREMENT PLAN | WATERTOWN MA | 112 | $8.8M | $64K |
