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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $37.2M |
| 2 | CHOCTAW NATION OF OKLAHOMA CHOCTAW NATION OF OKLAHOMA THRIFT PLAN | DURANT OK | 13,025 | $424.7M | $31.7M |
| 3 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN | PHOENIX AZ | 1,733 | $109.9M | $15.3M |
| 4 |
| TEVA PR LLC TEVA PR LLC SAVINGS PLAN |
PARSIPPANY NJ |
| 74 |
| $34.4M |
| $8.0M |
| 5 | SKYWARD SERVICE GROUP SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN | HOUSTON TX | 584 | $54.9M | $7.0M |
| 6 | AWEBER SYSTEMS, INC. AWEBER SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CHALFONT PA | 65 | $17.7M | $3.5M |
| 7 | WM. T. BURNETT HOLDING LLC WM. T. BURNETT 401(K) RETIREMENT PLAN | BALTIMORE MD | 381 | $25.7M | $2.1M |
| 8 | HAYES MEDICAL STAFFING, LLC HAYES MEDICAL STAFFING LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE FL | 268 | $11.2M | $1.8M |
| 9 | LAZY DOG RESTAURANTS, LLC LAZY DOG 401(K) PLAN | NEWPORT BEACH CA | 9,266 | $9.3M | $1.6M |
| 10 | CHERRY TREE DENTAL LLC CHERRY TREE DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST | MADISON WI | 300 | $10.4M | $1.3M |
