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 | BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD MA | 4,276 | $693.6M | $8.1M |
| 2 | FLSMIDTH INC. FLSMIDTH 401(K) PLAN TRUST | BETHLEHEM PA | 1,299 | $324.0M | $5.7M |
| 3 | THE CONWAY NATIONAL BANK THE CONWAY NATIONAL BANK PROFIT-SHARING AND SAVINGS PLAN | CONWAY SC | 227 | $53.4M | $3.8M |
| 4 |
| CUMMINGS PROPERTIES, LLC CUMMINGS PROPERTIES, LLC 401(K) PLAN |
WOBURN MA |
| 551 |
| $94.5M |
| $1.7M |
| 5 | HAZMAT ENVIRONMENTAL GROUP, INC. HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN | BUFFALO NY | 489 | $33.1M | $848K |
| 6 | RGC RESOURCES, INC. EMPLOYEES' 401K PLAN OF RGC RESOURCES, INC. | ROANOKE VA | 105 | $22.6M | $721K |
| 7 | PRIDE TREE HOLDINGS, INC. PRIDE TREE HOLDINGS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 94 | $23.4M | $522K |
| 8 | LUNA INNOVATIONS INCORPORATED LUNA 401(K) PLAN | ROANOKE VA | 254 | $38.7M | $519K |
| 9 | ABC PHONES OF NORTH CAROLINA, INC. VICTRA 401(K) PLAN | RALEIGH NC | 8,133 | $49.8M | $505K |
| 10 | JONES DAIRY FARM JONES DAIRY FARM THRIFT PLAN | FORT ATKINSON WI | 176 | $31.4M | $271K |
