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 | RETAIL INVESTORS OF TEXAS, LTD. RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | NEDERLAND TX | 1,861 | $37.0M | $3.1M |
| 2 | SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | CARROLLTON GA | 676 | $42.6M | $2.3M |
| 3 | TOPCON AMERICA CORPORATION TOPCON AMERICA CORPORATION 401(K) PLAN | OAKLAND NJ | 1,186 | $206.3M | $2.3M |
| 4 |
| TONNESON & COMPANY, PC TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN |
WAKEFIELD MA |
| 95 |
| $30.0M |
| $1.2M |
| 5 | MISSION TECHNOLOGY GROUP (MTG) MTG 401(K) PROFIT SHARING PLAN AND TRUST | RESTON VA | 250 | $78.1M | $883K |
| 6 | SPINE WAVE, INC. SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SHELTON CT | 59 | $26.3M | $547K |
| 7 | CUBRC, INC. CUBRC AND AVARINT EMPLOYEE RETIREMENT PLAN | BUFFALO NY | 210 | $49.6M | $194K |
| 8 | BIRKENSTOCK USA, LP BIRKENSTOCK 401(K) PLAN | NOVATO CA | 343 | $29.7M | $112K |
| 9 | CASA-TRINITY INC CASA-TRINITY INC 401(K) PROFIT SHARING PLAN & TRUST | GENESEO NY | 301 | $5.4M | $73K |
