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 | BADGER METER, INC. BADGER METER EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN | MILWAUKEE WI | 916 | $217.8M | $2.9M |
| 2 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $2.1M |
| 3 | NATIONAL MENTOR HOLDINGS, LLC SEVITA 401(K) PLAN | EDINA MN | 38,828 | $347.2M | $964K |
| 4 |
| UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN |
BIDDEFORD ME |
| 1,230 |
| $248.8M |
| $679K |
| 5 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $452K |
| 6 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN | EVANSVILLE IN | 526 | $18.9M | $351K |
| 7 | MURPHY-HOFFMAN COMPANY MURPHY-HOFFMAN COMPANY EMPLOYEE PROFIT SHARING PLAN | LEAWOOD KS | 4,923 | $405.1M | $350K |
| 8 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN | BELLEVUE WA | 588 | $86.9M | $333K |
| 9 | BANGOR PUBLISHING BANGOR PUBLISHING COMPANY SAVINGS/SECURITY PLAN | BANGOR ME | 99 | $22.6M | $297K |
| 10 | CROSSLINK LIFE SCIENCES, LLC CROSSLINK LIFE SCIENCES, LLC 401(K) PLAN | NORCROSS GA | 475 | $26.7M | $192K |
