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 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $11.4M |
| 2 | FLOYD HEALTHCARE MANAGEMENT FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROME GA | 3,950 | $205.2M | $6.1M |
| 3 | RED WING SHOE COMPANY, INC. RED WING SHOE COMPANY, INC. 401(K) PROFIT SHARING PLAN | RED WING MN | 1,910 | $190.8M | $3.9M |
| 4 |
| CARE INITIATIVES CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN |
WEST DES MOINES IA |
| 3,365 |
| $33.8M |
| $3.4M |
| 5 | VERMONT MUTUAL INSURANCE COMPANY VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | MONTPELIER VT | 343 | $76.4M | $2.5M |
| 6 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $2.4M |
| 7 | AHF, LLC DBA AHF PRODUCTS AHF PRODUCTS 401(K) SAVINGS PLAN | MOUNTVILLE PA | 2,088 | $101.1M | $2.1M |
| 8 | THE JOHN STEWART COMPANY THE JOHN STEWART COMPANY 401(K) PLAN | SAN FRANCISCO CA | 1,355 | $66.6M | $1.6M |
| 9 | RACETRAC, INC. RACETRAC, INC. 401(K) PLAN | ATLANTA GA | 9,590 | $156.8M | $1.5M |
| 10 | LEONARD'S EXPRESS, INC. LEONARD'S EXPRESS, INC. 401(K) SAVINGS PLAN | FARMINGTON NY | 585 | $29.9M | $1.1M |
