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 | SAGE DINING SERVICES, INC. SAGE DINING SERVICES, INC. 401(K) PLAN | LUTHERVILLE MD | 2,338 | $63.6M | $1.2M |
| 2 | VECTORWORKS, INC. VECTORWORKS, INC. 401(K) PLAN | COLUMBIA MD | 225 | $46.7M | $873K |
| 3 | STELLA-JONES CORPORATION STELLA-JONES CORPORATION RETIREMENT PLAN | PITTSBURGH PA | 2,247 | $138.2M | $776K |
| 4 |
| TEAM REHABILITATION SERVICES LLC TEAM REHABILITATION 401(K) PLAN |
CLINTON TOWNSHIP MI |
| 1,736 |
| $77.0M |
| $718K |
| 5 | CB INFORMATION SERVICES, INC. CB INSIGHTS 401(K) PLAN | NEW YORK NY | 195 | $22.3M | $685K |
| 6 | CARESTAR, INC. CARESTAR 401(K) RETIREMENT PLAN | BLUE ASH OH | 467 | $18.5M | $554K |
| 7 | NORTHWINDS HOLDING, INC. HTTPS//RGF.FISGLOBAL.COM/5500CLIEN NORTHWINDS HOLDING, INC. 401(K) PLAN | ROCHESTER NY | 826 | $49.3M | $541K |
| 8 | ADVANCION CORPORATION ADVANCION CORPORATION 401(K) AND PROFIT SHARING PLAN | BUFFALO GROVE IL | 262 | $39.4M | $523K |
| 9 | CLASSIC VACATIONS, LLC CLASSIC VACATIONS, LLC 401(K) PLAN | SAN JOSE CA | 225 | $11.2M | $328K |
| 10 | BALKE BROWN TRANSWESTERN, INC. BALKE BROWN TRANSWESTERN INC. 401(K) PLAN | ST LOUIS MO | 239 | $6.1M | $312K |
