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 | SCAN GROUP SCAN GROUP 401(K) PLAN | LONG BEACH CA | 2,121 | $201.2M | $1.1M |
| 2 | ARCTIC GLACIER U.S.A., INC. ARCTIC GLACIER U.S.A., INC. SAVINGS AND RETIREMENT PLAN | SHARPSBURG PA | 667 | $43.3M | $889K |
| 3 | MERIT MEDICAL SYSTEMS, INC. MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SOUTH JORDAN UT | 3,324 | $217.1M | $862K |
| 4 |
| JEWISH FAMILY & CHILDRENS SERVICE THE JF&CS PARTNERSHIP 403(B) PLAN |
WALTHAM MA |
| 268 |
| $13.2M |
| $721K |
| 5 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $565K |
| 6 | HEROUX CORP. HEROUX CORP. 401(K) RETIREMENT PLAN | STRONGSVILLE OH | 308 | $26.7M | $481K |
| 7 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $466K |
| 8 | MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN | OREM UT | 366 | $9.5M | $398K |
| 9 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $275K |
| 10 | NORTHERN STAR (POGO) LLC NORTHERN STAR (POGO) LLC 401K PLAN | FAIRBANKS AK | 650 | $69.8M | $222K |
