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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $24.8M |
| 2 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $2.9M |
| 3 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN | JOPLIN MO | 4,778 | $213.3M | $2.3M |
| 4 |
| COMMONWEALTH PRIMARY CARE, INC. COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
RICHMOND VA |
| 211 |
| $41.7M |
| $1.7M |
| 5 | FREEMAN HEALTH SYSTEM FREEMAN RETIREMENT PLAN | JOPLIN MO | 4,631 | $119.6M | $764K |
| 6 | POINTS OF LIGHT FOUNDATION POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN | ATLANTA GA | 66 | $14.8M | $556K |
| 7 | CHAMPION CHEVROLET CHAMPION CHEVROLET 401(K) SALARY SAVINGS PLAN | RENO NV | 108 | $10.7M | $296K |
| 8 | CHILD & FAMILY SUPPORT SERVICES, INC. CFSS 401(K) PLAN | PHOENIX AZ | 265 | $9.5M | $294K |
| 9 | RBC DEVELOPMENT, LLC RBC DEVELOPMENT, LLC SAFE HARBOR 401(K) PLAN | LENEXA KS | 90 | $8.3M | $226K |
| 10 | BLUE RIDGE HOSPICE, INC. BLUE RIDGE HOSPICE RETIREMENT SAVINGS PLAN | WINCHESTER VA | 389 | $8.9M | $218K |
