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 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE CA | 169 | $19.5M | $1.1M |
| 2 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $425K |
| 3 | FMA ALLIANCE, LTD FMA ALLIANCE, LTD 401K & PROFIT SHARING PLAN | HOUSTON TX | 290 | $5.0M | $368K |
| 4 |
| SQUARE GROVE LLC SQUARE GROVE LLC 401(K) PLAN |
AUSTIN TX |
| 137 |
| $4.6M |
| $260K |
| 5 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $202K |
| 6 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $163K |
| 7 | CHANCELLOR HEALTH CARE, INC. CHANCELLOR HEALTH CARE, 401(K) RETIREMENT PLAN | WINDSOR CA | 270 | $2.3M | $158K |
| 8 | ARANDA TOOLING, INC. ARANDA TOOLING, INC. EMPLOYEES' 401(K) PLAN | CHINO CA | 140 | $5.7M | $140K |
| 9 | NORTHERN DUTCHESS PARAMEDICS INC NORTHERN DUTCHESS PARAMEDICS INC 401(K) PLAN | RHINEBECK NY | 117 | $2.8M | $134K |
| 10 | KELLER MOTORS KELLER MOTORS 401K PROFIT SHARING PLAN AND TRUST | HANFORD CA | 82 | $4.5M | $83K |
