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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $35.0M |
| 2 | HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY RETIREMENT PLAN | HIGH POINT NC | 1,082 | $155.6M | $32.4M |
| 3 | SISECAM CHEMICALS RESOURCES LLC SISECAM US 401K RETIREMENT PLAN | ATLANTA GA | 542 | $114.6M | $25.0M |
| 4 |
| HEAVEN HILL DISTILLERIES, INC. HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES |
BARDSTOWN KY |
| 724 |
| $65.2M |
| $12.6M |
| 5 | PRESENCE MARKETING, LLC PRESENCE MARKETING, LLC RETIREMENT PLAN | SOUTH BARRINGTON IL | 430 | $55.5M | $8.7M |
| 6 | KISS NAIL PRODUCTS, INC. KISS NAIL PRODUCTS 401(K) PLAN | PORT WASHINGTON NY | 394 | $56.7M | $8.3M |
| 7 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $6.4M |
| 8 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN | CINCINNATI OH | 149 | $20.7M | $5.8M |
| 9 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $5.8M |
| 10 | EFPR GROUP LLP EFPR GROUP LLP 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 146 | $33.7M | $5.6M |
