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 | THE RODERICK GROUP, INC. ARDMORE RODERICK 401(K) PLAN | CHICAGO IL | 291 | $20.8M | $1.3M |
| 2 | BIG STATE ELECTRIC, LTD. BIG STATE ELECTRIC, LTD. 401(K) PSP | SAN ANTONIO TX | 131 | $24.5M | $1.1M |
| 3 | UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY 403(B) THRIFT PLAN | SAN ANTONIO TX | 121 | $13.5M | $654K |
| 4 |
| CLAIM ASSIST SOLUTIONS, LLC CLAIM ASSIST SOLUTIONS, LLC 401(K) PLAN |
BOERNE TX |
| 1,403 |
| $8.6M |
| $436K |
| 5 | BONNER GENERAL HOSPITAL, INC. BONNER GENERAL HOSPITAL 403(B) PLAN | SANDPOINT ID | 456 | $24.0M | $404K |