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 | THE BUDD GROUP, INC. BUDD GROUP, INC. 401(K) SAVINGS PLAN | WINSTON-SALEM NC | 2,283 | $5.4M | $368K |
| 2 | RICHARDSON KONTOGOURIS EMERSON LLP RICHARDSON KONTOGOURIS EMERSON LLP 401(K) PROFIT SHARING PLAN | TORRANCE CA | 126 | $21.1M | $351K |
| 3 | HEALTHEQUITY RETIREMENT SERVICES, LLC HEALTHEQUITY RETIREMENT SERVICES PLAN | DRAPER UT | — | $9.7M | $297K |
| 4 |
| BLOCK IMAGING PARTS AND SERVICE, LLC BLOCK IMAGING PARTS AND SERVICE 401(K) PROFIT SHARING PLAN |
HOLT MI |
| 354 |
| $23.2M |
| $266K |
| 5 | SYMPHONY COMMUNICATION SERVICES LLC SYMPHONY 401(K) PLAN | NEW YORK NY | 128 | $14.4M | $202K |
| 6 | KINETIC CREDIT UNION KINETIC CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS GA | 127 | $21.2M | $168K |
| 7 | ONEONTA TRADING CORPORATION CUSTONE 401(K) PLAN | WENATCHEE WA | 1,350 | $16.1M | $112K |
| 8 | NORTHWEST RESTAURANTS, INC RETIREMENT INCOME SECURITY PLAN-NORTHWEST RESTAURANTS, INC | WOODINVILLE WA | 3,061 | $11.4M | $104K |
| 9 | ALTA SKI LIFTS COMPANY DBA ALTA SKI AREA ALTA SKI LIFTS COMPANY RETIREMENT PLAN | ALTA UT | 230 | $4.8M | $53K |
| 10 | MANNA DEVELOPMENT GROUP, LLC MANNA DEVELOPMENT GROUP, LLC 401(K) PLAN | ENCINITAS CA | 6,915 | $18.0M | $37K |
