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 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $6.4M |
| 2 | AVIAGEN, INC. AVIAGEN, INC. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 2,096 | $141.6M | $4.3M |
| 3 | TEAM BELVEDERE LLC TEAM BELVEDERE LLC 401(K) PLAN | CHICAGO IL | 275 | $62.2M | $2.9M |
| 4 |
HERNDON VA |
| 473 |
| $161.6M |
| $2.7M |
| 5 | FOUNDATION RISK PARTNERS CORP FOUNDATION RISK PARTNERS 401(K) PLAN | ORMOND BEACH FL | 2,455 | $186.6M | $2.6M |
| 6 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $1.9M |
| 7 | TENNESSEE AQUARIUM TENNESSEE AQUARIUM RETIREMENT PLAN | CHATTANOOGA TN | 343 | $33.3M | $1.6M |
| 8 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $1.3M |
| 9 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $1.3M |
| 10 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $1.2M |
