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 | WIKA HOLDING LP WIKA RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 867 | $102.1M | $5.3M |
| 2 | WALLACE, MONTGOMERY & ASSOCIATES WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 223 | $44.8M | $3.9M |
| 3 | THRIFTY RETAIL SERVICES, LLC SERV-U-SUCCESS 401(K) PLAN | GRANDVILLE MI | 1,580 | $24.0M | $1.7M |
| 4 |
| IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN |
WHITE PLAINS NY |
| 6,154 |
| $110.7M |
| $1.7M |
| 5 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $1.5M |
| 6 | COLUMBIA CREDIT UNION COLUMBIA 401(K) PLAN | VANCOUVER WA | 294 | $39.9M | $1.1M |
| 7 | EDIFECS INC EDIFECS 401(K) PLAN | BELLEVUE WA | 442 | $72.2M | $982K |
| 8 | SERVERCENTRAL LLC SERVERCENTRAL LLC 401(K) PROFIT SHARING PLAN & TRUST | ELK GROVE VILLAGE IL | 168 | $18.2M | $864K |
| 9 | AMERICAN WOOD FIBERS, INC. AMERICAN WOOD FIBERS 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA MD | 318 | $27.2M | $813K |
| 10 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $782K |
