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 | CAMPUS USA CREDIT UNION CAMPUS USA CREDIT UNION RETIREMENT PLAN | GAINESVILLE FL | 345 | $59.2M | $5.9M |
| 2 | KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN CO | 147 | $19.6M | $525K |
| 3 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $295K |
| 4 |
| LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN |
ROCKVILLE MD |
| 193 |
| $29.9M |
| $271K |
| 5 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $230K |
| 6 | THE PEPIN ACADEMIES, INC. THE PEPIN ACADEMIES, INC. 401(K) PLAN | TAMPA FL | 238 | $4.4M | $154K |
| 7 | FROM THE HEART CHURCH MINISTRIES FROM THE HEART CHURCH MINISTRIES, INC. RETIREMENT PLAN AND TRUST | SUITLAND MD | 101 | $10.0M | $82K |
| 8 | GREAT LAKES DENTAL PARTNERS, LLC GREAT LAKES DENTAL PARTNERS 401(K) PLAN | CHICAGO IL | 342 | $5.8M | $63K |
| 9 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN | PLYMOUTH MI | 411 | $9.1M | $55K |
| 10 | BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH IN | 271 | $16.0M | $28K |
