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 | NEW HAMPSHIRE DISTRIBUTORS, LLC NHD NONUNION RETIREMENT SAVINGS PLAN | CONCORD NH | 117 | $22.5M | $1.8M |
| 2 | PINE STATE TRADING CO. PINE STATE TRADING CO. 401(K) RETIREMENT SAVINGS PLAN | GARDINER ME | 435 | $47.9M | $695K |
| 3 | AVARA PHARMACEUTICAL SERVICES, INC. AVARA RETIREMENT AND SAVINGS PLAN | NORMAN OK | 310 | $32.5M | $550K |
| 4 |
| AMERICANTCS FIDUCIARY SERVICES, LLC SMITH BRUER UNITED 401(K) PLAN |
PITTSBURGH PA |
| 561 |
| $29.7M |
| $530K |
| 5 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $513K |
| 6 | THE DOHERTY GROUP, INC. DOHERTY GROUP, INC. 401(K) AND RETIREMENT SAVINGS PLAN | ALLENDALE NJ | 7,472 | $40.6M | $380K |
| 7 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN | WEST WARWICK RI | 222 | $5.2M | $202K |
| 8 | SIMPLY DENTAL MANAGEMENT, INC. SIMPLY ORTHODONTICS 401(K) RETIREMENT PLAN | HOPKINTON MA | 349 | $6.5M | $66K |
| 9 | MCCORD'S VANCOUVER AUTO CENTER, INC. TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 205 | $9.5M | $30K |
| 10 | BOSTON SEMI EQUIPMENT LLC BOSTON SEMI EQUIPMENT LLC 401K PROFIT SHARING PLAN AND TRUST | LITTLETON MA | 57 | $8.1M | $14K |
