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 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $591K |
| 2 | FEDERATION OF STATE MEDICAL BOARDS OF THE UNITED STATES, INC. THE FEDERATION OF STATE MEDICAL BOARDS THRIFT RETIREMENT PLAN | EULESS TX | 157 | $44.3M | $481K |
| 3 | MAX CREDIT UNION MAX CREDIT UNION CAPITAL ACCUMULATION PLAN | MONTGOMERY AL | 291 | $57.3M | $290K |
| 4 |
| LODGEWORKS PAYROLL, LLC THE LODGEWORKS 401(K) PLAN |
WICHITA KS |
| 845 |
| $21.2M |
| $146K |
| 5 | CODEFIED INC. HOUSECALL PRO 401(K) PLAN | DENVER CO | 782 | $17.4M | $21K |
