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 | ALFA WASSERMANN PROFESSIONAL SERVICES, LLC ALFA WASSERMANN PROFESSIONAL SERVICES, LLC EMPLOYEES 401(K) SAVINGS PLAN | WEST CALDWELL NJ | 78 | $29.5M | $6.2M |
| 2 | HARBORSTONE CREDIT UNION HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN | TACOMA WA | 301 | $54.2M | $4.7M |
| 3 | HFI MANAGEMENT, LLC BRAD HALL COMPANIES 401(K) PLAN | IDAHO FALLS ID | 1,530 | $31.2M | $2.8M |
| 4 | AMWEST FUNDING CORP. AMWEST FUNDING CORP. 401(K) PLAN AND TRUST | BREA CA | 128 | $13.9M | $2.5M |
| 5 | IMAGEN DENTAL PARTNERS ASSOCIATION I IMAGEN DENTAL PARTNERS MEP 401(K) PLAN | SCOTTSDALE AZ | 1,407 | $34.1M | $2.3M |
| 6 | NEIGHBORHOOD HEALTH CARE, INC. NEIGHBORHOOD FAMILY PRACTICE 403(B) PLAN | CLEVELAND OH | 230 | $10.7M | $1.8M |
| 7 | MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC SMILE LODGE RETIREMENT PLAN | CLIFTON PARK NY | 125 | $6.6M | $1.7M |
| 8 | RECYCLING MANAGEMENT RESOURCES, LLC RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN | PARSIPPANY NJ | 276 | $13.9M | $1.5M |
| 9 | CONVO COMMUNICATIONS LLC CONVO COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 357 | $5.9M | $794K |
| 10 | S & H FARM SUPPLY, INC. S & H FARM SUPPLY EMPLOYEE SAVINGS & RETIREMENT PL | SHAWNEE MISSION KS | 201 | $6.1M | $633K |
