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 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $2.7M |
| 2 | TERRAPOWER, LLC TERRAPOWER, LLC 401(K) PLAN | BELLEVUE WA | 648 | $96.7M | $2.3M |
| 3 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN | BALTIMORE MD | 353 | $50.8M | $847K |
| 4 |
| PIERCEY MANAGEMENT SERVICES, INC PIERCEY AUTOMOTIVE GROUP 401K PLAN AND TRUST |
IRVINE CA |
| 232 |
| $7.5M |
| $521K |
| 5 | THE MORNING CONSULT LLC THE MORNING CONSULT LLC 401K) PROFIT SHARING PLAN | WASHINGTON DC | 341 | $39.0M | $433K |
| 6 | JON K. TAKATA CORPORATION DBA RESTORATION MANAGEMENT COMPANY JON K. TAKATA CORPORATION 401(K) PROFIT SHARING PLAN | LIVERMORE CA | 483 | $28.1M | $203K |
| 7 | TAULIA LLC TAULIA 401(K) PLAN & TRUST | SAN FRANCISCO CA | 261 | $25.5M | $199K |
| 8 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $180K |
| 9 | HPM AUTO GROUP HPM AUTO GROUP 401(K) PLAN | IRVINE CA | 265 | $8.3M | $103K |
| 10 | UTTERMOST COMPANY THE UTTERMOST COMPANY PROFIT SHARING PLAN | ROCKY MOUNT VA | 207 | $14.5M | $80K |
