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 | BUSH BROTHERS & COMPANY BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT | KNOXVILLE TN | 722 | $66.3M | $5.3M |
| 2 | ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K) | DAYTON OH | 1,792 | $47.6M | $5.1M |
| 3 | AFL TELECOMMUNICATIONS, LLC AFL TELECOMMUNICATIONS, LLC SAVINGS AND INCENTIVE PLAN | DUNCAN SC | 2,656 | $178.6M |
| $4.7M |
| 4 | COMPETITIVE POWER VENTURES INC COMPETITIVE POWER VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 167 | $51.1M | $3.0M |
| 5 | ALPLA, INC. ALPLA 401(K) RETIREMENT PLAN | MCDONOUGH GA | 1,368 | $62.2M | $2.4M |
| 6 | SOUTHERN CROWN PARTNERS, LLC SOUTHERN CROWN PARTNERS, LLC RETIREMENT PLAN | FITZGERALD GA | 700 | $33.6M | $2.2M |
| 7 | NASH JOHNSON & SONS' FARM, INC. NASH JOHNSON & SONS' SVGS & RET PLAN | ROSE HILL NC | 3,395 | $57.0M | $2.1M |
| 8 | OLSON KUNDIG, INC. OLSON KUNDIG 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 351 | $49.9M | $2.0M |
| 9 | POWERSECURE, INC. POWERSECURE, INC. 401(K) RETIRMENT PLAN | DURHAM NC | 848 | $69.6M | $1.9M |
| 10 | AVEPOINT, INC. AVEPOINT, INC. 401(K) SAVINGS PLAN | JERSEY CITY NJ | 333 | $33.1M | $1.8M |
