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 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $288K |
| 2 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $249K |
| 3 | EMPRES HEALTHCARE, INC. EDEN HOME SERVICES 401(K) PLAN | VANCOUVER WA | 1,019 | $21.7M | $59K |
| 4 |
| EXAGEN INC. EXAGEN INC. 401(K) PLAN |
VISTA CA |
| 216 |
| $14.3M |
| $48K |
| 5 | CLEAR SIGHT PARTNERS, LLC CLEAR SIGHT PARTNERS 401(K) PLAN | OLDSMAR FL | 388 | $6.3M | $37K |
| 6 | LAMB-STAR ENGINEERING, LLC LAMB-STAR ENGINEERING LLC 401(K) PROFIT SHARING PLAN | FRISCO TX | 126 | $17.0M | $17K |
| 7 | FLORIDA CARDIOLOGY, P.A. THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, P.A. | WINTER PARK FL | 239 | $10.5M | $7K |
| 8 | REVIVEHEALTH, INC REVIVEHEALTH ENTERPRISE 401(K) | PONTE VEDRA FL | 208 | $6.1M | $5K |
| 9 | CSMN OPERATIONS, LLC DBA ALL POINTS NORTH LODGE APN LODGE 401(K) PLAN | EDWARDS CO | 244 | $3.4M | $3K |
