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 | PANERA BREAD COMPANY PANERA BREAD COMPANY 401(K) RETIREMENT SAVINGS PLAN | FENTON MO | 25,092 | $285.0M | $1.6M |
| 2 | TRUSTONE FINANCIAL CREDIT UNION TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN | BURNSVILLE MN | 549 | $78.2M | $1.1M |
| 3 | STURDY SAVINGS BANK STURDY SAVINGS BANK 401K RETIREMENT SAVINGS PLAN | STONE HARBOR NJ | 136 | $36.7M | $392K |
| 4 |
| MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN |
MEMPHIS TN |
| 159 |
| $35.1M |
| $269K |
| 5 | UNITED CALL CENTER SOLUTIONS, LLC UNITED CALL CENTER SOLUTIONS, LLC 401(K) PLAN | DALLAS TX | 1,347 | $7.0M | $262K |
| 6 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $248K |
| 7 | ACME MONACO CORPORATION ACME MONACO CORPORATION 401(K) PROFIT SHARING PLAN | NEW BRITAIN CT | 190 | $10.7M | $244K |
| 8 | LEHIGH VALLEY HEALTH NETWORK, INC. POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN | ALLENTOWN PA | 971 | $43.4M | $155K |
| 9 | THE CURTIS INSTITUTE OF MUSIC THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN | PHILADELPHIA PA | 66 | $13.5M | $114K |
| 10 | H.O.T. GRAPHIC SERVICES, INC. H.O.T. AND EMI 401(K) PLAN | NORTHWOOD OH | 116 | $7.0M | $104K |
