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 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $4.6M |
| 2 | HELFMAN ENTERPRISES, INC. HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 483 | $27.5M | $1.6M |
| 3 | THE RFA GROUP, INC. THE RFA GROUP RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 500 | $39.9M | $1.5M |
| 4 |
| AVENU INSIGHTS & ANALYTICS, LLC AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN |
CENTREVILLE VA |
| 620 |
| $65.1M |
| $1.3M |
| 5 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $1.2M |
| 6 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $1.2M |
| 7 | AUCTANE INC AUCTANE INC. 401(K) PLAN | AUSTIN TX | 816 | $137.2M | $754K |
| 8 | URBAN ENGINEERING AND ASSOCIATES, INC. URBAN ENGINEERING & ASSOCIATES, INC. 401(K) | ANNANDALE VA | 109 | $13.2M | $586K |
| 9 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST | SANTA CLARA CA | 79 | $7.1M | $485K |
| 10 | FUNCTIONAL DEVICES, INC. FUNCTIONAL DEVICES 401(K) PROFIT SHARING PLAN | SHARPSVILLE IN | 153 | $5.9M | $478K |
