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 | LAKESHORE LEARNING MATERIALS, LLC LAKESHORE LEARNING MATERIALS 401(K) PLAN | CARSON CA | 4,674 | $199.6M | $2.4M |
| 2 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $2.2M |
| 3 | GARFF ENTERPRISES, INC. GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 5,686 | $213.3M | $1.9M |
| 4 |
| AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN |
CHICAGO IL |
| 471 |
| $74.0M |
| $1.4M |
| 5 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $765K |
| 6 | ELECTRONIC TRANSACTION CONSULTANTS, LLC ELECTRONIC TRANSACTION CONSULTANTS 401(K) PROFIT SHARING PLAN | FRISCO TX | 238 | $39.8M | $461K |
| 7 | WEST BANCORPORATION, INC. WEST BANCORPORATION, INC. EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN | WEST DES MOINES IA | 179 | $50.6M | $364K |
| 8 | REGIONAL CANCER CARE ASSOCIATES LLC REGIONAL CANCER CARE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | TEANECK NJ | 521 | $125.7M | $287K |
| 9 | PIMA MEDICAL INSTITUTE PIMA MEDICAL INSTITUTE 401(K) PLAN | TUCSON AZ | 1,153 | $57.8M | $264K |
| 10 | BLOCK IMAGING PARTS AND SERVICE, LLC BLOCK IMAGING PARTS AND SERVICE 401(K) PROFIT SHARING PLAN | HOLT MI | 354 | $23.2M | $255K |
