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 | SUMMIT FINANCIAL, LLC SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN | PARSIPPANY NJ | 198 | $23.0M | $6.9M |
| 2 | RHODES FINANCIAL SERVICES, LLC RHODES FINANCIAL SERVICES, LLC 401(K) PLAN | AUGUSTA GA | 178 | $27.6M | $2.4M |
| 3 | HUVEPHARMA INC. HUVEPHARMA INC 401(K) PROFIT SHARING PLAN AND TRUST | PEACHTREE CITY GA | 256 | $45.2M | $1.6M |
| 4 |
| TEAM CYMRU, INC. TEAM CYMRU, INC. 401(K) P/S PLAN |
LAKE MARY FL |
| 111 |
| $17.6M |
| $1.4M |
| 5 | HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 2,915 | $80.0M | $893K |
| 6 | DYNAMED MEDICAL RESEARCH, LP DM DM CLINICAL RESEARCH RETIREMENT TRUST | HOUSTON TX | 423 | $4.2M | $719K |
| 7 | COLUMBUS COMMUNITY HOSPITAL COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS TRUST | COLUMBUS TX | 179 | $10.6M | $710K |
| 8 | SUNSET IMPORTS INC. SUNSET IMPORTS INC. 401(K) PLAN | BEAVERTON OR | 119 | $6.8M | $665K |
| 9 | CAPRI COMMUNITIES LLC CAPRI SENIOR COMMUNITIES RETIREMENT PLAN | WAUKESHA WI | 712 | $9.1M | $593K |
| 10 | ADVENIR LIVING, LLC ADVENIR 401(K) PLAN | AVENTURA FL | 268 | $5.0M | $567K |
