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 | ENGEL MACHINERY, INC. ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN | YORK PA | 242 | $34.8M | $4.1M |
| 2 | SQUAXIN ISLAND TRIBE SQUAXIN ISLAND TRIBE AND ISLAND ENTERPRISE 401(K) PLAN | SHELTON WA | 410 | $28.4M | $2.4M |
| 3 | KPM, LLC KPM, LLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 258 | $18.0M | $1.9M |
| 4 |
| INDEPENDENT FINANCIAL GROUP, LLC INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN |
SAN DIEGO CA |
| 93 |
| $9.4M |
| $1.3M |
| 5 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $1.2M |
| 6 | DHR INTERNATIONAL, INC. DHR INTERNATIONAL/JOBPLEX 401(K) SAVINGS PLAN | CHICAGO IL | 265 | $30.9M | $1.1M |
| 7 | SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM MO | 147 | $8.4M | $1.1M |
| 8 | RUSTON PAVING CO., INC. RUSTON PAVING CO., INC. EMPLOYEES 401(K) PLAN | DURHAM NC | 172 | $33.2M | $934K |
| 9 | RCR ENTERPRISES, LLC RCR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | WELCOME NC | 379 | $39.0M | $918K |
| 10 | JOHNSON DEVELOPMENT ASSOCIATES, INC. JDA 401K PLAN | SPARTANBURG SC | 157 | $25.3M | $860K |
