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 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $10.8M |
| 2 | PARR BROWN GEE & LOVELESS, A PROFESSIONAL CORPORATION PARR BROWN PROFIT SHARING PLAN | SALT LAKE CITY UT | 118 | $127.3M | $3.6M |
| 3 | GOLD STANDARD ENTERPRISES, INC. GOLD STANDARD ENTERPRISES, INC. 401(K) PLAN | NILES IL | 1,595 | $35.4M | $2.9M |
| 4 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $2.8M |
| 5 | UNCLE CREDIT UNION UNCLE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LIVERMORE CA | 87 | $13.9M | $1.4M |
| 6 | ATLANTIC FEDERAL CREDIT UNION ATLANTIC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BRUNSWICK ME | 178 | $28.5M | $882K |
| 7 | VERITAS INVESTMENTS, INC. VERITAS INVESTMENTS 401K PLAN | SAN FRANCISCO CA | 167 | $10.8M | $295K |
| 8 | HSF ENTERPRISES, INC. HSF ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CHERRY HILL NJ | 198 | $10.6M | $88K |
| 9 | LAKE COMPANY OF WISCONSIN, INC. LAKE COMPANY OF WISCONSIN, INC. 401(K) PLAN | MILWAUKEE WI | 142 | $10.9M | $85K |
