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 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $6.2M |
| 2 | EMERGENCY PHYSICIANS OF CENTRAL FLORIDA, LLP EPCF 401(K) PROFIT SHARING PLAN | ORLANDO FL | 346 | $213.4M | $4.4M |
| 3 | PIC GROUP, INC. PIC GROUP, INC. 401(K) WEALTH ACCUMULATION PLAN | ATLANTA GA | 326 | $38.2M | $1.8M |
| 4 |
| BTG PACTUAL ASSET MANAGEMENTUS BTG PACTUAL 401(K) PLAN |
NEW YORK NY |
| 477 |
| $59.0M |
| $1.6M |
| 5 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $1.3M |
| 6 | MA LABORATORIES, INC. MA LABORATORIES, INC. 401K PLAN AND TRUST | SAN JOSE CA | 250 | $31.3M | $1.3M |
| 7 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $1.2M |
| 8 | AERO OPERATING LLC AERO OPERATING LLC 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 526 | $24.4M | $1.0M |
| 9 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $1.0M |
| 10 | MOLD-RITE PLASTICS, LLC MOLD-RITE PLASTICS 401(K) PLAN | PLATTSBURGH NY | 696 | $48.1M | $983K |
