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 | OPTIMUS HEALTH CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. | BRIDGEPORT CT | 356 | $28.6M | $6.3M |
| 2 | TRADER CONSTRUCTION CO. TRADER CONSTRUCTION CO. EMPLOYEE RETIREMENT SAVINGS PLAN | NEW BERN NC | 172 | $16.9M | $5.3M |
| 3 | PRESBYTERIAN HOMES OF TENNESSEE INC PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN | KNOXVILLE TN | 301 | $5.6M |
| $3.7M |
| 4 | POLINGER COMPANY POLINGER COMPANY 401(K) PLAN | BETHESDA MD | 89 | $15.9M | $2.7M |
| 5 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $2.3M |
| 6 | RESOURCE BANK RESOURCE BANK RETIREMENT PLAN | COVINGTON LA | 155 | $12.2M | $1.4M |
| 7 | UMANSKY UMG, LLC DBA UMANSKY MOTOR CARS UMANSKY AUTOMOTIVE GROUP PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | MILWAKEE WI | 882 | $19.2M | $680K |
| 8 | TRIAD ENGINEERING, INC. TRIAD ENGINEERING, INC. 401(K) PLAN | SCOTT DEPOT WV | 180 | $14.5M | $433K |
| 9 | CLEARCAPITAL.COM, INC. CLEARCAPITAL 401(K) PLAN | RENO NV | 288 | $33.2M | $416K |
| 10 | CS TOY AUTOMOTIVE LLC DBA MARK JACOBSON TOYOTA MARK JACOBSON TOYOTA 401(K) PROFIT SHARING PLAN | DURHAM NC | 171 | $5.7M | $311K |
