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 | $1.5M |
| 2 | PANORAMA EYE CARE, LLC PANORAMA EYE CARE 401(K) AND PROFIT SHARING PLAN | FORT COLLINS CO | 436 | $47.5M | $433K |
| 3 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $381K |
| 4 |
| CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN |
GILBERT AZ |
| 300 |
| $25.3M |
| $291K |
| 5 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $226K |
| 6 | KLS GOVERNMENT SERVICES, LLC KLS GOVERNMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN | MORGANTOWN WV | 14 | $14.8M | $220K |
| 7 | NORTHWEST RIVER SUPPLIES INC. NORTHWEST RIVER SUPPLIES, INC. 401(K) RETIREMENT PLAN | MOSCOW ID | 129 | $20.1M | $77K |
| 8 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA AK | 347 | $14.7M | $58K |
| 9 | HOFFMAN/LEWIS DBA H&L PARTNERS H&L PARTNERS 401(K) PROFIT SHARING | OAKLAND CA | 165 | $22.1M | $40K |
| 10 | SYNEREN TECHNOLOGIES CORPORATION SYNEREN TECHNOLOGIES CORPORATION 401(K) PLAN | VIENNA VA | 114 | $9.6M | $25K |
