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 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $7.8M |
| 2 | SPORTS SOUTH SPORTS SOUTH 401(K) PLAN | SHREVEPORT LA | 383 | $29.4M | $2.3M |
| 3 | FUNERAL DIRECTORS LIFE INSURANCE COMPANY DIRECTORS INVESTMENT GROUP INC. 401(K) PLAN | ABILENE TX | 424 | $34.6M | $2.1M |
| 4 |
| AMADAS GROUP, INC. THE AMADAS GROUP, INC. SAVINGS PLAN |
SUFFOLK VA |
| 168 |
| $27.5M |
| $779K |
| 5 | FLORIDA MEDICAL SPECIALISTS, LLC MAXHEALTH 401(K) PLAN | SARASOTA FL | 441 | $17.7M | $420K |
| 6 | WOMEN'S SPECIALISTS OF NEW MEXICO LTD. WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN | ALBUQUERQUE NM | 102 | $19.8M | $317K |
| 7 | TRILLIUM CORPORATION TRILLIUM CORPORATION 401(K) PROFIT SHARING PLAN | CHEHALIS WA | 230 | $22.3M | $280K |
| 8 | TRIBLE'S, INC TRIBLE'S INC PROFIT SHARING PLAN | EDGEWATER MD | 273 | $7.8M | $135K |
| 9 | LASER HOLDINGS, LLC LASER HOLDINGS, LLC 401(K) P/S PLAN | SUFFERN NY | 259 | $2.3M | $33K |
| 10 | UNITY BPO INC. UNITY BPO 401(K) PLAN | ALBUQUERQUE NM | 138 | $3.3M | $14K |