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 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $2.2M |
| 2 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $1.6M |
| 3 | PRIVILEGE UNDERWRITERS, INC. PRIVILEGE UNDERWRITERS, INC. 401(K) PLAN | WHITE PLAINS NY | 1,133 | $169.2M | $1.2M |
| 4 |
| KOOTENAI CLINIC, LLC KOOTENAI HEALTH 403(B) PLAN |
COEUR D ALENE ID |
| 4,205 |
| $79.9M |
| $1.0M |
| 5 | SMARSH, INC. SMARSH 401(K) PLAN | PORTLAND OR | 576 | $90.1M | $500K |
| 6 | MID PENN BANK MID PENN BANK RETIREMENT PLAN | MILLERSBURG PA | 605 | $51.9M | $392K |
| 7 | XAD, INC. XAD, INC. 401(K) PLAN | NEW YORK NY | 182 | $29.6M | $263K |
| 8 | SUMMERWOOD CORPORATION SUMMERWOOD CORPORATION 401(K) PLAN | CONSHOHOCKEN PA | 2,965 | $9.4M | $261K |
| 9 | BEUSA ENERGY, LLC BEUSA ENERGY 401(K) PLAN | THE WOODLANDS TX | 1,191 | $69.0M | $138K |
| 10 | BRADFORD HEALTH SERVICES BRADFORD HEALTH SERVICES 401(K) PROFIT SHARING PLA | BIRMINGHAM AL | 820 | $11.7M | $113K |
