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 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $2.7M |
| 2 | DYNAMIC HUMAN RESOURCES, INC. DYNAMIC HUMAN RESOURCES, INC. 401(K) PLAN | AUBURN HILLS MI | 3,252 | $69.3M | $768K |
| 3 | UNIVERSAL FIELD SERVICES, INC. 401(K) SAVINGS PLAN AND TRUST OF UNIVERSAL FIELD SERVICES, INC. | TULSA OK | 305 | $19.5M |
| $705K |
| 4 | TULSA CHRISTIAN EDUCATION CORPORATION METRO CHRISTIAN ACADEMY 401(K) PLAN | TULSA OK | 202 | $6.2M | $276K |
| 5 | MIKART, LLC MIKART 401(K) PLAN | ATLANTA GA | 235 | $29.1M | $245K |
| 6 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $226K |
| 7 | SI ENGINEERING P.C. SI ENGINEERING, P.C. 401(K) PLAN | NEW YORK NY | 122 | $8.5M | $212K |
| 8 | ENVENT CORPORATION THE ENVENT CORPORATION PROFIT SHARING PLAN | LONG BEACH CA | 227 | $19.3M | $177K |
| 9 | LINCOLN CHARTER SCHOOL LINCOLN CHARTER SCHOOL 401(K) PLAN | DENVER NC | 316 | $17.4M | $162K |
| 10 | SHEARWATER HEALTH SHEARWATER HEALTH 401(K) PLAN | NASHVILLE TN | 582 | $9.8M | $119K |
