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 | KOERBER SUPPLY CHAIN LLC KOERBER SUPPLY CHAIN SAVINGS PLAN | DFW AIRPORT TX | 333 | $79.1M | $6.6M |
| 2 | BROOKWOOD COMPANIES INCORPORATED BROOKWOOD COMPANIES INC. TAX FAVORED SAVINGS PLAN | NEW YORK NY | 208 | $40.0M | $784K |
| 3 | LECTROSONICS, INC. LECTROSONICS, INC. 401(K) PLAN | RIO RANCHO NM | 74 | $17.8M | $541K |
| 4 |
| GILA HEALTH RESOURCES, LLC GILA HEALTH RESOURCES, LLC 401(K) PLAN |
MORENCI AZ |
| 183 |
| $10.1M |
| $387K |
| 5 | CARDINAL GROUP MANAGEMENT & ADVISORY LLC CARDINAL GROUP MANAGEMENT 401(K) PLAN | DENVER CO | 2,467 | $20.5M | $186K |
| 6 | IRIS SOFTWARE INC. IRIS 401 (K) PLAN | EDISON NJ | 365 | $13.2M | $182K |
| 7 | OXFORD BIOMEDICA (US) LLC OXFORD BIOMEDICA (US) LLC 401(K) PLAN | BEDFORD MA | 107 | $10.8M | $137K |
| 8 | OFFICEWORKS, INC. OFFICE WORKS, INC. 401(K) PLAN | BURLINGTON MA | 163 | $17.7M | $83K |
| 9 | NVISIA, LLC NVISIA, LLC EMPLOYEES' PROFIT SHARING & 401(K) PLAN | CHICAGO IL | 156 | $32.2M | $61K |
| 10 | SPRINGBROOK NY, INC. SPRINGBROOK EMPLOYEES 401(K) PLAN | ONEONTA NY | 1,583 | $44.8M | $37K |
