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 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH NJ | 1,834 | $85.3M | $2.2M |
| 2 | PEACE RIVER CITRUS PRODUCTS, INC. PEACE RIVER CITRUS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | ARCADIA FL | 516 | $71.3M | $1.1M |
| 3 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $836K |
| 4 |
| NEUCO, INC. NEUCO, INC. 401(K) PLAN |
BOLINGBROOK IL |
| 239 |
| $41.9M |
| $821K |
| 5 | LEWIS MANAGEMENT CORP. LEWIS MANAGEMENT CORP. 401(K) PLAN | UPLAND CA | 668 | $72.0M | $573K |
| 6 | ROUTEONE, L.L.C. ROUTEONE 401(K) PLAN | FARMINGTON HILLS MI | 426 | $63.5M | $423K |
| 7 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $204K |
| 8 | T L F GRAPHICS INC T L F GRAPHICS INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 112 | $14.3M | $196K |
| 9 | LONG IRON SERVICES, LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK IL | 1,587 | $102.2M | $168K |
| 10 | MADISON LOGIC, INC. MADISON LOGIC 401(K) PLAN | NEW YORK NY | 179 | $14.4M | $147K |
