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 | RHODES FINANCIAL SERVICES, LLC RHODES FINANCIAL SERVICES, LLC 401(K) PLAN | AUGUSTA GA | 178 | $27.6M | $2.6M |
| 2 | BANK OF ENGLAND BANK OF ENGLAND MORTGAGE 401(K) PLAN | ENGLAND AR | 133 | $32.7M | $2.3M |
| 3 | THOMAS EYE GROUP, P.C. THOMAS EYE GROUP, P.C. 401(K) PLAN | ATLANTA GA | 383 | $43.1M | $1.9M |
| 4 |
| CAMBIUM NETWORKS, INC. CAMBIUM NETWORKS, INC. 401(K) PLAN |
HOFFMAN ESTATES IL |
| 160 |
| $49.9M |
| $1.9M |
| 5 | GLOBE TAX SERVICES, INC. GLOBE TAX 401(K) PLAN | NEW YORK NY | 148 | $45.0M | $1.8M |
| 6 | FORMS & SURFACES INC. FORMS & SURFACES INC. 401(K) PROFIT SHARING PLAN AND TRUST | GLENSHAW PA | 412 | $34.1M | $1.5M |
| 7 | CRIMSON MIDSTREAM SERVICES, LLC CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 124 | $14.0M | $1.4M |
| 8 | TOURGEE & ASSOCIATES, INC. TAI RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 269 | $33.2M | $1.2M |
| 9 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $1.2M |
| 10 | TEXAS REGIONAL BANK TEXAS REGIONAL BANK 401(K) PLAN | HARLINGEN TX | 515 | $24.9M | $1.0M |
