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 | SQUIRE & COMPANY, PC SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 185 | $40.3M | $4.2M |
| 2 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $667K |
| 3 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $140K |
| 4 | SIGNATURE ESTATE & INVESTMENT AD SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC 401(K) PROFIT SHAR | LOS ANGELES CA | 178 | $16.3M | $130K |
| 5 | OREGON BREWING COMPANY OREGON BREWING CO. 401K PROFIT SHARING PLAN | NEWPORT OR | 167 | $5.8M | $92K |
| 6 | CAREMETX, LLC CAREMETX LLC 401K PLAN | BETHESDA MD | 861 | $26.4M | $90K |
| 7 | EFFECTUS GROUP EFFECTUS GROUP 401(K) SAVINGS PLAN | SAN JOSE CA | 145 | $14.4M | $85K |
| 8 | TRI-COUNTY CHILD & FAMILY DEVELO TRI-COUNTY CHILD & FAMILY DEVELOPMENT COUNCIL, INC.401(K) | WATERLOO IA | 58 | $4.3M | $85K |
| 9 | PROTECH INDUSTRIES, INC. PROTECH INDUSTRIES, INC. 401(K) PLAN | LA VERGNE TN | 104 | $7.3M | $84K |
| 10 | ANCHORAGE CAPITAL ADVISORS, L.P. ANCHORAGE CAPITAL ADVISORS, L.P. 401(K) PLAN | NEW YORK NY | 88 | $31.8M | $75K |
