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 | NEWELL COACH CORPORATION NEWELL COACH CORPORATION EE'S SAVINGS & PSP | MIAMI OK | 197 | $21.1M | $486K |
| 2 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $284K |
| 3 | PLANNING DESIGN RESEARCH CORPORATION PDR 401(K) PLAN | HOUSTON TX | 42 | $13.8M | $269K |
| 4 |
| A.H. BECK FOUNDATION CO., INC. A.H. BECK FOUNDATION CO. INC 401(K) PROFIT SHARING PLAN |
CONVERSE TX |
| 314 |
| $12.0M |
| $94K |
| 5 | HAVEN FOR HOPE 403B THRIFT PLAN FOR EMPLOYEES OF HAVEN FOR HOPE OF BEXAR COUNTY | SAN ANTONIO TX | 300 | $8.6M | $36K |
| 6 | 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 | $25K |
