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 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $2.5M |
| 2 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $935K |
| 3 | NORTH SHORE BANK OF COMMERCE NORTH SHORE BANK 401(K) PLAN | DULUTH MN | 120 | $21.9M | $669K |
| 4 |
| QUANTECH SERVICES, INC. QUANTECH SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST |
LEXINGTON MA |
| 245 |
| $55.4M |
| $630K |
| 5 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $620K |
| 6 | FREDERICK GOLDMAN, INC. FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN | SECAUCUS NJ | 86 | $14.7M | $587K |
| 7 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $503K |
| 8 | ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP, 401(K) SAVINGS PLAN | CHICAGO IL | 105 | $58.4M | $473K |
| 9 | ANDREWS MCMEEL UNIVERSAL ANDREWS MCMEEL UNIVERSAL PROFIT SHARING AND 401(K) PLAN | KANSAS CITY MO | 205 | $53.2M | $444K |
| 10 | BROCKIE HEALTHCARE BROCKIE HEALTHCARE, INC. EMPLOYEE'S RETIREMENT PLAN | YORK PA | 93 | $26.8M | $345K |
