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 | APPLE VALLEY FORD, INC. APPLE VALLEY FORD RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 711 | $33.9M | $1.3M |
| 2 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $546K |
| 3 | BREVARD PHYSICIAN ASSOCIATES, PLLC BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 242 | $120.8M | $394K |
| 4 | KITWARE INC KITWARE 401K PLAN | CLIFTON PARK NY | 167 | $55.4M | $338K |
| 5 | ADVERUM BIOTECHNOLOGIES, INC. ADVERUM BIOTECHNOLOGIES, INC. 401(K) PLAN | REDWOOD CITY CA | 153 | $24.2M | $326K |
| 6 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $175K |
| 7 | CROW WING COOPERATIVE POWER & LIGHT COMPANY CROW WING COOPERATIVE POWER & LIGHT CO. EMPLOYEES RETIREMENT PLAN | BRAINERD MN | 122 | $37.9M | $115K |
| 8 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $105K |
| 9 | COMMUNITY HEALTH & COUNSELING SERVICES COMMUNITY HEALTH AND COUNSELING SERVICES DISCRETIONARY PROFIT SHARING 401(A) | BANGOR ME | 336 | $7.5M | $64K |
| 10 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $57K |
