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 | BOKF, NA BOK FINANCIAL 401(K) PLAN | TULSA OK | 4,961 | $1.2B | $10.3M |
| 2 | IMG ACADEMY PARENT, LLC IMG ACADEMY 401(K) PLAN | BRADENTON FL | 2,348 | $81.1M | $7.0M |
| 3 | LIONBRIDGE TECHNOLOGIES, LLC LIONBRIDGE TECHNOLOGIES 401K PLAN | WALTHAM MA | 944 | $112.3M | $3.5M |
| 4 |
WACONIA MN |
| 151 |
| $8.1M |
| $1.1M |
| 5 | REGIS TECHNOLOGIES, INC. REGIS TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | MORTON GROVE IL | 75 | $20.0M | $484K |
| 6 | HUDSON VALLEY LIGHTING INC HUDSON VALLEY LIGHTING INC 401(K) PROFIT SHARING PLAN & TRUST | WAPPINGERS FALLS NY | 170 | $7.0M | $345K |
| 7 | DIRECTORS GUILD OF AMERICA-PRODUCER PENSION & HEALTH PLANS DIRECTORS GUILD OF AMERICA-PRODUCER PENSION & HEALTH PLANS STAFF 401(K) PLAN | LOS ANGELES CA | 102 | $9.3M | $318K |
| 8 | BROADHEAD ENTERPRISES INC. BROADHEAD ENTERPRISES INC. 401(K) PLAN | MINNEAPOLIS MN | 138 | $19.0M | $296K |
| 9 | LAUGHLIN / CONSTABLE, INC. LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 90 | $26.3M | $124K |
| 10 | UMH PROPERTIES, INC. UMH PROPERTIES, INC. 401(K) PLAN | FREEHOLD NJ | 496 | $34.2M | $113K |
