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 | GENUS GENUS 401(K) PLAN | DEFOREST WI | 1,049 | $141.0M | $2.0M |
| 2 | TRELLIS WARE TECHNOLOGIES, INC. TRELLISWARE TECHNOLOGIES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 230 | $49.8M | $449K |
| 3 | CONTERRA ULTRA BROADBAND, LLC CONTERRA ULTRA BROADBAND, LLC 401(K) PLAN | CHARLOTTE NC | 318 | $23.1M | $228K |
| 4 |
| FRESNO TRUCK CENTER FRESNO TRUCK CENTER 401(K) PLAN |
FRESNO CA |
| 675 |
| $27.3M |
| $71K |
| 5 | ROBERTSON, ANSHUTZ & SCHNEID PL ROBERTSON, ANSCHUTZ & SCHNEID, PL 401K PROFIT SHARING PLAN & TR | BOCA RATON FL | 171 | $6.4M | $55K |
| 6 | US DEFAULT GROUP LLC US DEFAULT GROUP LLC 401K PROFIT SHARING PLAN & TRUST | BOCA RATON FL | 732 | $4.0M | $53K |