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 | HMA GROUP HOLDINGS, LLC HMA GROUP HOLDINGS, LLC 401(K) PLAN | DES MOINES IA | 1,261 | $245.4M | $2.1M |
| 2 | CLEVELAND RESEARCH COMPANY, LLC CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | CLEVELAND OH | 124 | $28.8M | $539K |
| 3 | TURTLE & HUGHES, INC. TURTLE & HUGHES, INC. 401(K) SAVINGS PLAN | CLARK NJ | 796 | $110.8M | $265K |
| 4 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $131K |
| 5 | THE FIDELITY BANK THE FIDELITY BANK PENSION PLAN | FUQUAY-VARINA NC | 67 | $38.3M | $93K |
