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 | TAE TECHNOLOGIES, INC. TAE TECHNOLOGIES, INC. 401(K) PLAN | FOOTHILL RANCH CA | 310 | $68.0M | $8.6M |
| 2 | SERVICE FEDERAL CREDIT UNION SERVICE FEDERAL CREDIT UNION PROFIT SHARING/401K PLAN | PORTSMOUTH NH | 999 | $112.9M | $2.3M |
| 3 | COLLEGENET, INC. COLLEGENET 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $28.6M | $2.0M |
| 4 |
| TRACHTE BUILDING SYSTEMS, INC. TRACHTE BUILDING SYSTEMS, INC. 401(K) PLAN |
SUN PRAIRE WI |
| 248 |
| $31.4M |
| $1.3M |
| 5 | HANGLEY ARONCHICK SEGAL PUDLIN SCHILLER HANGLEY ARONCHICK SEGAL PUDLIN & SCHILLER 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 86 | $62.8M | $1.1M |
| 6 | G & W LABORATORIES, INC. G&W LABORATORIES INC. RETIREMENT PLAN | SOUTH PLAINFIELD NJ | 20 | $26.7M | $1.1M |
| 7 | DIALOGDIRECT, INC. QUALFON/DIALOG DIRECT 401K PLAN | HIGHLAND PARK MI | 3,089 | $55.7M | $864K |
| 8 | WINSTON BROTHERS, INC. WINSTON BROTHERS, INC. 401(K) PLAN | BOSTON MA | 174 | $22.1M | $770K |
| 9 | LINDEN RESEARCH INC. LINDEN RESEARCH INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 142 | $40.4M | $743K |
| 10 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $632K |
