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 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $8.1M |
| 2 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $7.3M |
| 3 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $5.4M |
| 4 |
PORTLAND ME |
| 127 |
| $31.6M |
| $2.1M |
| 5 | THE COUNTRY CLUB THE COUNTRY CLUB 401(K) PLAN | CHESTNUT HILL MA | 239 | $18.1M | $2.0M |
| 6 | ULTISAT INC. ULTISAT INC. 401(K) PLAN | CHANTILLY VA | 98 | $28.2M | $1.7M |
| 7 | CENTRAL VALLEY GMC D/B/A AFFINITY TRUCK CENTER THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFINITY TRUCK CENTER | FRESNO CA | 102 | $10.1M | $1.6M |
| 8 | CROWN LINEN SERVICE, INC. CROWN/LOYAL 401(K) PLAN | NASHUA NH | 277 | $16.2M | $1.4M |
| 9 | AXXESS CONSULT, INC. AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 314 | $15.2M | $1.4M |
| 10 | THE ROYAL BANKS OF MISSOURI ROYAL BANKS OF MISSOURI 401(K) PLAN | UNIVERSITY CITY MO | 128 | $9.4M | $1.2M |
