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 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $1.5M |
| 2 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $1.2M |
| 3 | RECON MANAGEMENT SERVICES INC. RECON 401K PLAN | SULPHUR LA | 680 | $60.7M | $943K |
| 4 |
| DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN |
BERKELEY CA |
| 100 |
| $36.6M |
| $942K |
| 5 | HIGHLAND HOSPITAL OF ROCHESTER HIGHLAND RETIREMENT PLAN | ROCHESTER NY | 3,443 | $160.1M | $793K |
