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 | $1.7M |
| 2 | ANTICIMEX, INC. ANTICIMEX, INC. 401(K) PLAN | BASKING RIDGE NJ | 3,757 | $66.2M | $690K |
| 3 | FRM SOCKS LLC FOX RIVER MILLS 401(K) PLAN | OSAGE IA | 151 | $17.1M | $604K |
| 4 |
ZANESVILLE OH |
| 182 |
| $10.7M |
| $596K |
| 5 | SIMKINS-HALLIN, INC. SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST | BOZEMAN MT | 85 | $10.9M | $379K |
| 6 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $296K |
| 7 | AQUAPHOENIX SCIENTIFIC, LLC AQUAPHOENIX SCIENTIFIC 401(K) PLAN | HANOVER PA | 268 | $22.6M | $106K |
| 8 | CARSON GROUP HOLDINGS, LLC CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 416 | $40.2M | $60K |
| 9 | COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE | MAYAGUEZ PR | 109 | $7.1M | $45K |
| 10 | HEALTH AND LIFE ORGANIZATION INC HALO 401K PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 207 | $7.0M | $33K |
