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 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $2.8M |
| 2 | AMERICAN KENNEL CLUB THE AMERICAN KENNEL CLUB 401(K) TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 513 | $73.2M | $1.5M |
| 3 | WALLCOR INC. WALLCOR 401(K) PLAN | GILBERT AZ | 1,119 | $14.5M | $191K |
| 4 |
| EXACTERA LLC EXACTERA RETIREMENT SAVINGS PLAN |
TARRYTOWN NY |
| 88 |
| $3.9M |
| $176K |
| 5 | JACKSON THERAPY PARTNERS LLC JACKSON PARTNERS 401(K) PLAN | MAITLAND FL | 2,906 | $8.5M | $130K |
| 6 | SEARS CONTRACT, INC. SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 163 | $9.3M | $105K |
