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 | KANAWHA HOSPICE CARE, INC. 403(B) THRIFT PLAN OF KANAWHA HOSPICE CARE, INC. | CHARLESTON WV | 243 | $19.4M | $2.2M |
| 2 | LOUREIRO ENGINEERING ASSOCIATES, INC. LOUREIRO ENGINEERING ASSOCIATES, INC 401(K) PLAN | PLAINVILLE CT | 163 | $25.3M | $1.2M |
| 3 | BLUE TRUST INC. BLUE TRUST INC. RETIREMENT PLAN | ALPHARETTA GA | 465 | $36.3M | $1.0M |
| 4 |
| FARMERS & MERCHANTS BANK, INC. THE FARMERS & MERCHANTS BANK 401(K) PROFIT SHARING PLAN |
HAMPSTEAD MD |
| 90 |
| $11.1M |
| $159K |
| 5 | EVERVET OPERATIONS, LLC EVERVET 401(K) RETIREMENT PLAN | WEST CONSHOHOCKEN PA | 660 | $13.2M | $151K |
| 6 | GOODWAY GROUP, INC. GOODWAY GROUP, INC., 401(K) SVGS AND INVESTMENT PLAN | NEW YORK NY | 380 | $51.5M | $65K |