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 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $5.9M |
| 2 | SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER CO | 6,053 | $81.3M | $4.4M |
| 3 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON CT | 107 | $30.9M |
| $2.6M |
| 4 | SMART TECHNOLOGIES CORP. SMART TECHNOLOGIES 401(K) PLAN | — | 90 | $11.2M | $732K |
| 5 | CONCORDIA BANK & TRUST CONCORDIA BANK & TRUST COMPANY 401(K) PLAN | VIDALIA LA | 121 | $8.8M | $615K |
| 6 | AXON PRESSURE PRODUCTS, INC. AXON PRESSURE PRODUCTS, INC. 401(K) PLAN | HOUSTON TX | 136 | $9.3M | $564K |
| 7 | GUARDIAN ELECTRIC MANUFACTURING COMPANY GUARDIAN ELECTRIC MANUFACTURING COMPANY EMPLOYEES SAVINGS AND RETIREMENT PLAN | WOODSTOCK IL | 168 | $8.2M | $371K |
| 8 | THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE TX | 133 | $10.1M | $356K |
| 9 | INVIVOSCRIBE, INC. INVIVOSCRIBE, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 215 | $19.8M | $333K |
| 10 | CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC. CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN | NEW LONDON CT | 229 | $4.9M | $187K |
