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 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $2.2M |
| 2 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $745K |
| 3 | ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. | ORLANDO FL | 89 |
| $40.5M |
| $513K |
| 4 | WITRON INTEGRATED LOGISTICS, INC. WITRON INTEGRATED LOGISTICS, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 1,070 | $24.2M | $377K |
| 5 | MCCONNELL & ASSOCIATES, INC. MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NORTH KANSAS CITY MO | 137 | $18.8M | $335K |
| 6 | BIG STONE THERAPIES, INC. BIG STONE THERAPIES, INC. RETIREMENT PLAN | BIG STONE CITY SD | 579 | $23.0M | $86K |
| 7 | COMMUNITY HEALTH CENTERS OF PINELLAS, INC DBA EVARA HEALTH EVARA HEALTH RETIREMENT PLAN | CLEARWATER FL | 638 | $22.3M | $67K |
| 8 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $57K |
| 9 | POLLEN, INC. POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN | KANSAS CITY MO | 262 | $35.7M | $25K |
| 10 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $22K |
