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 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE CA | 169 | $19.5M | $467K |
| 2 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $176K |
| 3 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T | BOCA RATON FL | 1,459 | $11.6M | $67K |
| 4 |
| SQUARE GROVE LLC SQUARE GROVE LLC 401(K) PLAN |
AUSTIN TX |
| 137 |
| $4.6M |
| $27K |
| 5 | CHANCELLOR HEALTH CARE, INC. CHANCELLOR HEALTH CARE, 401(K) RETIREMENT PLAN | WINDSOR CA | 270 | $2.3M | $24K |
| 6 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN | MIAMI FL | 140 | $4.6M | $21K |
| 7 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $13K |
| 8 | COASTAL MANAGEMENT SOLUTIONS INC COASTAL MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU | VIRGINIA BEACH VA | 234 | $2.3M | $3K |
| 9 | MI FAMILIA VOTA MI FAMILIA VOTA 401(K) PLAN | PHOENIX AZ | 35 | $851K | $3K |
| 10 | CENTER FOR APPLIED BEHAVIORAL IN CENTER FOR APPLIED BEHAVIORAL INSTRUCTION 401(K) PLAN | WORCESTER MA | 158 | $2.8M | $1K |
