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 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $12.5M |
| 2 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $8.0M |
| 3 | INSIGHTSOFTWARE, LLC INSIGHTSOFTWARE 401(K) PLAN | RALEIGH NC | 780 | $67.1M | $7.5M |
| 4 |
| LAMPS PLUS INC LAMPS PLUS 401(K) PLAN |
CHATSWORTH CA |
| 812 |
| $58.6M |
| $7.0M |
| 5 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $4.8M |
| 6 | EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN | HUNT VALLEY MD | 839 | $144.6M | $4.8M |
| 7 | JOHN S. JAMES CO. JOHN S. JAMES CO. 401(K) RETIREMENT PLAN | GARDEN CITY GA | 154 | $10.7M | $3.8M |
| 8 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $3.6M |
| 9 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $3.5M |
| 10 | TPC US PARENT, LLC TPC 401(K) PLAN | WARREN PA | 293 | $13.4M | $2.2M |
