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 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN | AMHERST NY | 147 | $22.8M | $3.0M |
| 2 | OTOLARYNGOLOGY ASSOCIATES, LLC OTOLARYNGOLOGY ASSOCIATES LLC, 401(K) PLAN | CARMEL IN | 159 | $47.8M | $2.3M |
| 3 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $1.6M |
| 4 |
| CENTRAL LOUISIANA AMBULATORY SURGICAL CENTER CLSH 401(K) PLAN |
ALEXANDRIA LA |
| 228 |
| $12.8M |
| $1.4M |
| 5 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $1.3M |
| 6 | JOINT BOARD OF TRUSTEESS THE UNITED CONSTRUCTION WORKERS RETIREMENT AND 401(K) SAVINGS PLAN | GRANGER IN | 69 | $11.5M | $1.2M |
| 7 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $503K |
| 8 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $456K |
| 9 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN | BUFFALO NY | 2,614 | $14.1M | $329K |
| 10 | BCI SOLUTIONS, INC. BCI SOLUTIONS, INC. 401(K) PLAN | BREMEN IN | 122 | $6.6M | $269K |
