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 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 802 | $185.5M | $2.7M |
| 2 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN | BOSTON MA | 184 | $43.4M | $2.0M |
| 3 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $1.6M |
| 4 |
| MIDDOUGH INC. MIDDOUGH INC. PROFIT SHARING PLAN |
CLEVELAND OH |
| 385 |
| $74.0M |
| $1.3M |
| 5 | LSI SOLUTIONS LSI SOLUTIONS SAVINGS AND INVESTMENT PLAN | VICTOR NY | 518 | $47.5M | $996K |
| 6 | CMI MARKETING, INC. CMI MARKETING, INC 401(K) PLAN | NEW YORK NY | 337 | $33.3M | $401K |
| 7 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $311K |
| 8 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $174K |
| 9 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN | ARLINGTON VA | 80 | $16.7M | $166K |
| 10 | CUSTOM HOUSE HOTEL CO., LTD. DBA PORTOLA HOTEL & S PORTOLA HOTEL & SPA AT MONTEREY BAY 401(K) PLAN | MONTEREY CA | 337 | $7.9M | $132K |
