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 | MCMILLAN PAZDAN SMITH, LLC MCMILLAN PAZDAN SMITH, LLC 401(K) PLAN | GREENVILLE SC | 294 | $32.0M | $3.4M |
| 2 | BIOMERICS, LLC BIOMERICS 401(K) PLAN | SALT LAKE CITY UT | 1,845 | $49.7M | $1.1M |
| 3 | UMANSKY UMG, LLC DBA UMANSKY MOTOR CARS UMANSKY AUTOMOTIVE GROUP PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | MILWAKEE WI | 882 | $19.2M | $624K |
| 4 |
| STALLERGENES GREER STALLERGENES GREER 401(K) PLAN |
LENOIR NC |
| 378 |
| $38.3M |
| $611K |
| 5 | MONTEREY SPINE & JOINT MONTEREY SPINE & JOINT, PC 401(K) PLAN | MONTEREY CA | 177 | $9.9M | $572K |
| 6 | LIVEWIRE EV, LLC LIVEWIRE EV, LLC 401(K) PLAN | MILWAUKEE WI | 167 | $28.9M | $344K |
| 7 | AA TRANSPORTATION, INC. AA TRANSPORTATION, INC. 401(K) PLAN | SHREWSBURY MA | 638 | $6.3M | $289K |
| 8 | TACENERGY, LLC TAC RETIREMENT PLAN | TEXARKANA TX | 353 | $60.2M | $287K |
| 9 | STEEL EQUIPMENT SPECIALISTS, LLC STEEL EQUIPMENT SPECIALISTS, LLC 401(K) PLAN | ALLIANCE OH | 210 | $34.7M | $197K |
| 10 | BRANDT INFORMATION SERVICES, LLC BRANDT INFORMATION SERVICES RETIREMENT PLAN | TALLAHASSEE FL | 306 | $9.0M | $159K |
