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 | COLONIAL MANAGEMENT GROUP, LP COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN | MAITLAND FL | 1,244 | $23.6M | $729K |
| 2 | WESCON CONTROLS, LLC WESCON CONTROLS, LLC 401(K) PLAN | WICHITA KS | 136 | $14.9M | $183K |
| 3 | GOREE ARCHITECTS INC. GOREE ARCHITECTS INC. 401K PLAN | HOUSTON TX | 155 | $7.4M | $159K |
| 4 |
| HERITAGE HOMES OF NEBRASKA HERITAGE HOMES OF NEBRASKA, INC. PROFIT SHARING PLAN |
WAYNE NE |
| 118 |
| $9.4M |
| $109K |
| 5 | RBC DEVELOPMENT, LLC RBC DEVELOPMENT, LLC SAFE HARBOR 401(K) PLAN | LENEXA KS | 90 | $8.3M | $90K |
| 6 | CATHEXIS INVESTMENT MANAGEMENT, LP CATHEXIS INVESTMENT MANAGEMENT, LP 401(K) PLAN | HOUSTON TX | 124 | $9.3M | $72K |
| 7 | NEWPORT HOTEL GROUP, LLC NEWPORT HOTEL GROUP, LLC 401(K) PLAN | MIDDLETOWN RI | 82 | $5.7M | $34K |
| 8 | UMC ENERGY SOLUTIONS, INC. UMC ENERGY SOLUTIONS 401(K) PLAN | JOSHUA TX | 131 | $3.9M | $4K |
