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 | RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 315 | $35.0M | $2.0M |
| 2 | TRC PAYROLL, I, LLC TRC PAYROLL, I, LLC 401(K) PLAN | PHILADELPHIA PA | 91 | $23.4M | $1.5M |
| 3 | PHYSICIAN BUSINESS SERVICES, LLC WOMEN'S CARE 401(K) PLAN | TAMPA FL | 2,177 | $243.3M | $1.5M |
| 4 |
| CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN |
OVERLAND PARK KS |
| 2,243 |
| $269.6M |
| $1.2M |
| 5 | BOARD OF TRUSTEES, IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN | PORTLAND OR | 1,508 | $188.9M | $1.2M |
| 6 | AUDUBON ENGINEERING COMPANY, L.L.C. AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST | METAIRIE LA | 1,252 | $111.3M | $1.1M |
| 7 | GENERATION BIO CO. GENERATION BIO 401(K) PLAN | CAMBRIDGE MA | 116 | $17.4M | $389K |
| 8 | THE ARENA GROUP HOLDINGS, INC. THE ARENA GROUP HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 213 | $63.8M | $305K |
| 9 | METROPOLITAN PUBLIC DEFENDER SERVICES, INC. METROPOLITAN PUBLIC DEFENDER RETIREMENT PLAN | PORTLAND OR | 234 | $27.1M | $255K |
| 10 | FARMER HOLDING COMPANY, INC. MISSOURI AGGREGATES 401(K) PLAN | JEFFERSON CITY MO | 2,356 | $83.3M | $244K |
