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 | SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE PA | 394 | $38.4M | $2.7M |
| 2 | POWDR CORP. POWDR CORP. 401(K) PLAN | PARK CITY UT | 4,903 | $39.4M | $2.2M |
| 3 | RING & PINION SERVICE INC. RING & PINION SERVICE INC. 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 560 | $19.4M | $220K |
| 4 |
| G.S. WIRING SYSTEMS, INC. G.S. WIRING SYSTEMS, INC. SAVINGS PLAN |
FINDLAY OH |
| 101 |
| $7.4M |
| $211K |
| 5 | HOMER MANAGEMENT LLC HOMER'S TREE-MENDOUS 401(K) PLAN AND TRUST | LOCKPORT IL | 100 | $7.4M | $139K |
| 6 | SONNY'S ENTERPRISES, LLC SONNY'S ENTERPRISES, LLC 401(K) PROFIT PLAN | TAMARAC FL | 1,650 | $54.4M | $76K |
| 7 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $73K |
| 8 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $56K |
| 9 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $42K |
| 10 | ULTIMATE FITNESS HOLDINGS, LLC ORANGETHEORY FITNESS 401(K) RETIREMENT PLAN | BOCA RATON FL | 388 | $15.1M | $34K |
