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 | HEALTH CONCEPTS, LTD HEALTH CONCEPTS, LTD 401(K) PLAN | PAWTUCKET RI | 459 | $43.4M | $2.0M |
| 2 | MICCOSUKEE TRIBE OF INDIANS OF FLORIDA MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN | MIAMI FL | 1,172 | $45.3M | $896K |
| 3 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $727K |
| 4 |
| INDEPENDENT PROFESSIONAL SERVICES, INC. INDEPENDENT PROFESSIONAL SERVICES 401(K) & PROFIT SHARING PLAN |
DOYLESTOWN PA |
| 76 |
| $63.6M |
| $566K |
| 5 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $362K |
| 6 | THE KELLEN COMPANY THE KELLEN COMPANY 401(K) PLAN | WASHINGTON DC | 158 | $14.4M | $268K |
