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 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $3.2M |
| 2 | CHENMED, LLC CHENMED, LLC 401(K) PLAN | MIAMI GARDENS FL | 4,572 | $217.8M | $1.7M |
| 3 | BRAME SPECIALTY COMPANY, INC. BRAME SPECIALTY COMPANY, INC. 401(K) PROFIT SHARING PLAN | DURHAM NC | 161 | $16.9M | $994K |
| 4 |
| BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN |
GRAND RAPIDS MI |
| 194 |
| $31.4M |
| $902K |
| 5 | WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE IL | 331 | $20.6M | $584K |
| 6 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 | $22.3M | $459K |
| 7 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $403K |
| 8 | TRACKHOUSE ENTERTAINMENT GROUP, LLC TRACKHOUSE ENTERTAINMENT GROUP, LLC 401(K) PLAN | NASHVILLE TN | 171 | $13.7M | $289K |
| 9 | SBE2, LLC SBE2 401K PLAN | MORGAN CITY LA | 295 | $7.5M | $205K |
| 10 | RODGERS CONSULTING, INC RODGERS CONSULTING, INC. 401(K) PROFIT SHARING PLAN | GERMANTOWN MD | 106 | $27.6M | $188K |
