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 | EXEMPLIS LLC EXEMPLIS LLC 401(K) SAVINGS PLAN | CYPRESS CA | 578 | $45.6M | $3.6M |
| 2 | MBK REAL ESTATE LLC MBK REAL ESTATE LLC 401(K) PLAN | IRVINE CA | 4,013 | $34.1M | $1.7M |
| 3 | HARTFORD DISPENSARY THE ROOT CENTER FOR ADVANCED RECOVERY 403(B) PLAN | MANCHESTER CT | 242 | $14.7M | $1.1M |
| 4 |
| RAISE MARKETPLACE, LLC RAISE MARKETPLACE, LLC 401 (K) PLAN |
CHICAGO IL |
| 32 |
| $7.8M |
| $1.0M |
| 5 | SOUTHWEST SHIPYARD, L.P. SOUTHWEST SHIPYARD L.P. 401(K) SAVINGS AND RETIREMENT PLAN | CHANNELVIEW TX | 380 | $13.9M | $870K |
| 6 | GUARDIAN ELECTRIC MANUFACTURING COMPANY GUARDIAN ELECTRIC MANUFACTURING COMPANY EMPLOYEES SAVINGS AND RETIREMENT PLAN | WOODSTOCK IL | 168 | $8.2M | $258K |
| 7 | CONCORDIA BANK & TRUST CONCORDIA BANK & TRUST COMPANY 401(K) PLAN | VIDALIA LA | 121 | $8.8M | $216K |
| 8 | WORKING AMERICA WORKING AMERICA 401(K) PLAN | WASHINGTON DC | 306 | $7.4M | $161K |
| 9 | ADVEX CORPORATION ADVEX CORPORATION EMPLOYEE PROFIT SHARING RETIREMENT PLAN | HAMPTON VA | 109 | $5.0M | $117K |
