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 | JIM ELLIS ATLANTA, INC. JIM ELLIS ATLANTA, INC. 401(K) PLAN | ATLANTA GA | 1,353 | $62.4M | $2.6M |
| 2 | NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | OKLAHOMA CITY OK | 351 | $16.5M | $660K |
| 3 | THERAPEUTIC HEALTH SERVICES THERAPEUTIC HEALTH SERVICES 403(B) PLAN | SEATTLE WA | 232 | $8.5M | $382K |
| 4 | HAWKTREE INTERNATIONAL, INC. HAWKTREE RETIREMENT PLAN | HONOLULU HI | 305 | $16.4M | $214K |
| 5 | COMRISE, INC. COMRISE, INC. 401(K) PLAN | WOODBRIDGE NJ | 72 | $7.0M | $200K |
| 6 | HOSPITALITY PARTNERS, LLC HOSPITALITY PARTNERS 401(K) PLAN | BETHESDA MD | 108 | $5.6M | $66K |
| 7 | UNITED PRAIRIE BANK UNITED PRAIRIE BANK 401(K) PROFIT SHARING PLAN | MANKATO MN | 124 | $15.3M | $45K |
| 8 | AMERICARE HEALTH & RETIREMENT, INC. AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN | SOLANA BEACH CA | 272 | $4.8M | $6K |
