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 | INDEPENDENT FINANCIAL GROUP, LLC INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN | SAN DIEGO CA | 93 | $9.4M | $853K |
| 2 | SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM MO | 147 | $8.4M | $611K |
| 3 | BENCHMARK BANK BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST | PLANO TX | 169 | $26.6M | $587K |
| 4 |
| AVENU INSIGHTS & ANALYTICS, LLC AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN |
CENTREVILLE VA |
| 620 |
| $65.1M |
| $170K |
| 5 | HAYSTACKID, LLC HAYSTACKID, LLC RETIREMENT PLAN | BOSTON MA | 301 | $20.1M | $168K |
| 6 | DYNAMIC DIES, INC. THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUST | HOLLAND OH | 150 | $18.3M | $156K |
| 7 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $151K |
| 8 | CIVIS ANALYTICS, INC. CIVIS ANALYTICS RETIREMENT SAVINGS PLAN | CHICAGO IL | 46 | $14.5M | $144K |
| 9 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST | SANTA CLARA CA | 79 | $7.1M | $125K |
| 10 | SPENDMEND, LLC SPENDMEND, LLC 401(K) PLAN | GRAND RAPIDS MI | 383 | $19.6M | $86K |
