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 | HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY RETIREMENT PLAN | HIGH POINT NC | 1,082 | $155.6M | $9.1M |
| 2 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $2.6M |
| 3 | AURORA UNIVERSITY AURORA UNIVERSITY RETIREMENT PLAN | AURORA IL | 426 | $117.9M | $2.5M |
| 4 |
| EFPR GROUP LLP EFPR GROUP LLP 401(K) PROFIT SHARING PLAN |
ROCHESTER NY |
| 146 |
| $33.7M |
| $1.3M |
| 5 | JEFFERSON INDUSTRIES CORP. JEFFERSON INDUSTRIES CORP. RETIREMENT PLAN | WEST JEFFERSON OH | 630 | $42.5M | $847K |
| 6 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $513K |
| 7 | TJ HALE COMPANY, LLC TJ HALE COMPANY 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 90 | $11.7M | $310K |
| 8 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WAVERLY IA | 341 | $40.0M | $297K |
| 9 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $245K |
| 10 | BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. 401(K) PLAN | TULSA OK | 1,004 | $68.4M | $157K |
