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 | PARKER POE ADAMS & BERNSTEIN LLP THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 491 | $206.6M | $4.1M |
| 2 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $1.2M |
| 3 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $1.0M |
| 4 |
| F & M BANCSHARES, INC. F & M BANCSHARES, INC. SAVINGS INCENTIVE PLAN |
OKLAHOMA CITY OK |
| 96 |
| $12.9M |
| $354K |
| 5 | P1 DENTAL MSO LLC P1 RETIREMENT PLAN | INDIANAPOLIS IN | 553 | $20.9M | $350K |
