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 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $1.9M |
| 2 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $825K |
| 3 | CHENMED, LLC CHENMED, LLC 401(K) PLAN | MIAMI GARDENS FL | 4,572 | $217.8M | $600K |
| 4 |
| A&E INCORPORATED A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST |
RACINE WI |
| 139 |
| $10.4M |
| $366K |
| 5 | EMPIRE TELEPHONE CORPORATION EMPIRE TELEPHONE CORPORATION SAVINGS AND INVESTMENT PROFIT SHARING PLAN | PRATTSBURGH NY | 233 | $14.6M | $338K |
| 6 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $226K |
| 7 | GEO CONTROL SYSTEMS, INC. GCS 401(K) PLAN | HOUSTON TX | 384 | $39.2M | $214K |
| 8 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $110K |
| 9 | COQUILLE ECONOMIC DEVELOPMENT CORPORATION KO-KWEL ENTERPRISES 401(K) PLAN | NORTH BEND OR | 505 | $15.3M | $98K |
| 10 | LUSARDI CONSTRUCTION CO. LUSARDI 401(K) PLAN | SAN MARCOS CA | 185 | $44.9M | $74K |
