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 | NEW ENGLAND LIFE INSURANCE COMPANY NEW ENGLAND LIFE INSURANCE COMPANY AGENTS' RETIREMENT PLAN AND TRUST | CHARLOTTE NC | 0 | $84.5M | $2.8M |
| 2 | HAFELE AMERICA CO. HAFELE AMERICA CO. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | ARCHDALE NC | 540 | $53.1M | $2.1M |
| 3 | ARISTOTLE INTERNATIONAL, INC. ARISTOTLE INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 142 | $30.7M |
| $638K |
| 4 | MASTERCRAFT BOAT COMPANY, INC. MASTERCRAFT BOAT COMPANY, INC. 401K PLAN | VONORE TN | 717 | $36.0M | $619K |
| 5 | SMARSH, INC. SMARSH 401(K) PLAN | PORTLAND OR | 576 | $90.1M | $332K |
| 6 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS) | SEATTLE WA | 341 | $27.7M | $330K |
| 7 | PACIFIC BIOLABS PACIFIC BIOLABS 401(K) PLAN | HERCULES CA | 124 | $20.9M | $282K |
| 8 | JRC INTEGRATED SYSTEMS, LLC JRC 401(K) PLAN | WASHINGTON DC | 175 | $30.0M | $263K |
| 9 | RLJ MCLARTY LANDERS AUTOMOTIVE, LLC RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN | LEWISVILLE TX | 2,579 | $40.3M | $152K |
| 10 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $116K |
