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 | CARPIONATO PROPERTIES, INC. CARPIONATO PROPERTIES, INC. 401(K) PLAN | JOHNSTON RI | 250 | $9.8M | $895K |
| 2 | BETTS INDUSTRIES, INC. BETTS INDUSTRIES, INC. 401(K) PLAN | WARREN PA | 296 | $48.9M | $642K |
| 3 | GIBBS TECHNOLOGY COMPANY GIBBS TECHNOLOGY COMPANY EMPLOYEES SAVINGS TRUST | MARYLAND HEIGHTS MO | 310 | $27.0M | $191K |
| 4 |
| CELLULAR SALES OF KNOXVILLE, INC. CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN |
KNOXVILLE TN |
| 4,589 |
| $90.7M |
| $187K |
| 5 | ORTHOPAEDIC ASSOCIATES, P.A. ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN AND TRUST | FORT WALTON BEACH FL | 0 | $17.1M | $104K |
| 6 | SOUTHWORTH DEVELOPMENT LLC SOUTHWORTH DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | MASHPEE MA | 349 | $12.3M | $19K |
| 7 | NEUMAN & ESSER USA, INC. NEA 401(K) SAVINGS PLAN | KATY TX | 147 | $23.6M | $19K |
| 8 | WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM MA | 127 | $30.4M | $6K |
| 9 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $2K |
