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 | SHAHEEN AUTOMOTIVE GROUP, INC. SHAHEEN AUTOMOTIVE GROUP 401(K) PLAN | LANSING MI | 517 | $25.6M | $3.5M |
| 2 | GLOBALIZATION PARTNERS GLOBALIZATION PARTNERS 401K PLAN | BOSTON MA | 590 | $36.7M | $1.0M |
| 3 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $950K |
| 4 |
| GULFPORT ENERGY CORPORATION GULFPORT ENERGY CORPORATION 401(K) PROFIT SHARING PLAN |
OKLAHOMA CITY OK |
| 225 |
| $38.7M |
| $448K |
| 5 | ADVANCED SYSTEMS ENGINEERING CORPORATION BLUE UMBRELLA 401(K) PLAN | RESTON VA | 117 | $47.1M | $419K |
| 6 | VNA HEALTH GROUP, INC. TAX DEFERRED ANNUITY PLAN OF VISITING NURSE | NEPTUNE NJ | 2,266 | $72.2M | $412K |
| 7 | WALTERS GARDENS, INC. WALTERS GARDENS, INC. 401(K) PROFIT SHARING PLAN | ZEELAND MI | 196 | $20.7M | $61K |
| 8 | INTREPID USA, INC. INTREPID USA, INC. 401(K) PLAN | HOUSTON TX | 619 | $17.9M | $29K |
| 9 | ADVANCE SERVICES, INC. ADVANCE SERVICES, INC. 401(K) PLAN | LAVISTA NE | 195 | $6.6M | $12K |
