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 | BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN | LOS ANGELES CA | 0 | $209.3M | $6.6M |
| 2 | EVERFOX HOLDINGS LLC EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN | HERNDON VA | 787 | $122.7M | $3.2M |
| 3 | CU COOPERATIVE SYSTEMS, INC. CO-OP SOLUTIONS 401(K) RETIREMENT PLAN | RANCHO CUCAMONGA CA | 5,097 | $214.5M | $2.9M |
| 4 |
| ERIE MATERIALS, INC. ERIE MATERIALS, INC. PROFIT SHARING & 401(K) PLAN |
SYRACUSE NY |
| 389 |
| $87.7M |
| $2.1M |
| 5 | HERITAGE COMPANIES, LLC HERITAGE 401(K) PLAN | DOWNEY CA | 772 | $34.2M | $1.7M |
| 6 | AXLE INFORMATICS, LLC AXLE RETIREMENT PLAN | NORTH BETHESDA MD | 759 | $36.3M | $805K |
| 7 | JSR NORTH AMERICA HOLDINGS, INC. JSR NORTH AMERICA HOLDINGS, INC. 401 (K) PLAN | SUNNYVALE CA | 547 | $115.3M | $717K |
| 8 | LENFEST ENTERPRISES, LLC LENFEST ENTERPRISES RETIREMENT PLAN | PLYMOUTH MEETING PA | 158 | $21.5M | $479K |
| 9 | GEO SERVICES, LLC GEO SERVICES, LLC 401(K) PLAN | SIGNAL HILL CA | 154 | $21.6M | $337K |
| 10 | G.W. LISK COMPANY, INC. G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN | CLIFTON SPRINGS NY | 721 | $54.9M | $319K |
