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 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $3.4M |
| 2 | TACTICAL ENGINEERING & ANALYSIS, INC. TACTICAL ENGINEERING & ANALYSIS, INC. 401(K) PLAN | SAN DIEGO CA | 206 | $34.8M | $2.8M |
| 3 | LANE-VALENTE INDUSTRIES, INC. LANE-VALENTE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRU | SMITHTOWN NY | 355 | $31.5M | $1.8M |
| 4 |
| FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN |
CLEARWATER FL |
| 196 |
| $31.9M |
| $1.4M |
| 5 | IGPS LOGISTICS LLC IGPS LOGISTICS LLC 401(K) PLAN | ORLANDO FL | 212 | $10.5M | $1.1M |
| 6 | THE PRESTWICK GROUP, INC. THE PRESTWICK GROUP, INC. 401(K) SAVINGS PLAN | SUSSEX WI | 180 | $9.9M | $533K |
| 7 | MILTONS DISTRIBUTING CO., INC. MILTON'S DISTRIBUTING CO., INC. 401(K) PLAN | MANSFIELD MA | 128 | $11.9M | $480K |
| 8 | VYGON CORPORATION VYGON CORPORATION 401(K) PLAN | LANSDALE PA | 59 | $5.9M | $236K |
| 9 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN | WAIANAE HI | 519 | $31.7M | $221K |
| 10 | GERENT, LLC GERENT, LLC 401(K) PLAN | HERNDON VA | 191 | $8.3M | $218K |
