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 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $8.8M |
| 2 | CHRISTIAN SCHOOLS INTERNATIONAL CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 1,645 | $39.5M | $5.1M |
| 3 | 3-DIMENSIONAL SERVICES INC. 3-DIMENSIONAL SERVICES GROUP 401K PLAN & TRUST | ROCHESTER HILLS MI | 422 | $32.5M | $1.0M |
| 4 |
| CATHOLIC CHARITIES DIOCESE OF FORT WORTH INCORPORATED CATHOLIC CHARITIES FORT WORTH 403B PLAN |
FT WORTH TX |
| 393 |
| $14.1M |
| $759K |
| 5 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $649K |
| 6 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $566K |
| 7 | PGA TOUR FIRST TEE FOUNDATION, INC. FIRST TEE FOUNDATION EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 62 | $9.9M | $277K |
| 8 | TACENERGY, LLC TAC RETIREMENT PLAN | TEXARKANA TX | 353 | $60.2M | $240K |
| 9 | PRICE FAMILY DEALERSHIPS PRICE FAMILY 401(K) PLAN | LARKSPUR CA | 1,037 | $39.4M | $163K |
| 10 | ADAMS BROS. CABINETRY, INC. D/B/A ADAMS GROUP ADAMS GROUP 401(K) PLAN & TRUST | NORTH PORT FL | 122 | $2.8M | $159K |
