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 | HOLT LOGISTICS CORP. HOLT LOGISTICS CORP. 401(K) PLAN | GLOUCESTER CITY NJ | 416 | $44.8M | $3.0M |
| 2 | CADENT, LLC CADENT, LLC 401(K) PLAN | NEW YORK NY | 600 | $94.8M | $1.9M |
| 3 | CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 401(A)COMPONENT | DALLAS TX | 10,846 | $507.0M | $1.8M |
| 4 |
| MUNSCH HARDT KOPF & HARR, P.C. MUNSCH HARDT KOPF & HARR, P.C. PROFIT SHARING PLAN |
DALLAS TX |
| 279 |
| $111.2M |
| $1.2M |
| 5 | EPIPHANY BUSINESS SERVICES, LLC EPIPHANY BUSINESS SERVICES, LLC PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,220 | $37.7M | $916K |
| 6 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $728K |
| 7 | VERANEX, INC. VERANEX 401K PLAN | BOSTON MA | 339 | $51.5M | $669K |
| 8 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT IL | 144 | $24.6M | $607K |
| 9 | COGHLIN COMPANIES, INC. COGHLIN COMPANIES EMPLOYEE PROFIT SHARING PLAN AND TRUST | WESTBOROUGH MA | 700 | $57.7M | $569K |
| 10 | BEUSA ENERGY, LLC BEUSA ENERGY 401(K) PLAN | THE WOODLANDS TX | 1,191 | $69.0M | $563K |
