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 | FOUNDATION RISK PARTNERS CORP FOUNDATION RISK PARTNERS 401(K) PLAN | ORMOND BEACH FL | 2,455 | $186.6M | $3.8M |
| 2 | MOUNTAIN WEST ANESTHESIA, L.L.C. MOUNTAIN WEST ANESTHESIA, L.L.C. RETIREMENT PLAN | LEHI UT | 238 | $130.8M | $3.3M |
| 3 | PANORAMA EYE CARE, LLC PANORAMA EYE CARE 401(K) AND PROFIT SHARING PLAN | FORT COLLINS CO | 436 | $47.5M | $2.2M |
| 4 |
| CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN |
CAMBRIDGE MA |
| 145 |
| $70.3M |
| $2.1M |
| 5 | TENNESSEE AQUARIUM TENNESSEE AQUARIUM RETIREMENT PLAN | CHATTANOOGA TN | 343 | $33.3M | $1.8M |
| 6 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $1.3M |
| 7 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $1.1M |
| 8 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $1.1M |
| 9 | RIDER LEVETT BUCKNALL LTD RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 213 | $23.5M | $1.0M |
| 10 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $978K |
