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 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $9.9M |
| 2 | ATRIA SENIOR LIVING, INC. ATRIA SENIOR LIVING, INC. 401(K) PLAN | LOUISVILLE KY | 8,324 | $165.7M | $4.0M |
| 3 | HUBBARDTON FORGE, LLC HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN | CASTLETON VT | 197 | $19.7M | $3.8M |
| 4 |
| SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST |
WALTHAM MA |
| 765 |
| $464.1M |
| $2.2M |
| 5 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $1.6M |
| 6 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 502 | $27.3M | $1.4M |
| 7 | THE DINGLEY PRESS, INC. THE DINGLEY PRESS 401(K) RETIREMENT PLAN | LISBON ME | 325 | $14.6M | $936K |
| 8 | FJ MANAGEMENT INC. FJ MANAGEMENT INC. 401(K) PLAN | SALT LAKE CITY UT | 12,091 | $278.6M | $641K |
| 9 | HEALOGICS, LLC. HEALOGICS, LLC. 401(K) PLAN | JACKSONVILLE FL | 2,741 | $153.3M | $494K |
| 10 | FAMILY RESOURCES AGENCY INC. FAMILY RESOURCE AGENCY INC. 403(B) RETIREMENT PLAN | CLEVELAND TN | 404 | $9.5M | $383K |
