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 | $8.2M |
| 2 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $6.8M |
| 3 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $3.8M |
| 4 |
DALLAS TX |
| 314 |
| $15.2M |
| $1.6M |
| 5 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $1.4M |
| 6 | SCRIBEAMERICA, LLC SCRIBEAMERICA, LLC 401(K) PLAN | FORT LAUDERDALE FL | 2,222 | $4.1M | $1.1M |
| 7 | THE COUNTRY CLUB THE COUNTRY CLUB 401(K) PLAN | CHESTNUT HILL MA | 239 | $18.1M | $949K |
| 8 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $858K |
| 9 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN | ZELIENOPLE PA | 316 | $41.8M | $778K |
| 10 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. DEFERRED WAGE SAVINGS PLAN | DAVENPORT IA | 271 | $20.1M | $767K |
