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 | TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN | NASHVILLE TN | 1,407 | $236.6M | $7.2M |
| 2 | COOK & BOARDMAN GROUP, LLC THE COOK & BOARDMAN GROUP, LLC 401(K) PLAN | WINSTON SALEM NC | 2,933 | $120.1M | $4.9M |
| 3 | HKS, INC. HKS, INC. 401(K) PLAN | DALLAS TX | 1,328 | $290.9M | $4.2M |
| 4 |
| ATHLETICO, LTD. ATHLETICO, LTD. EMPLOYEES PROFIT SHARING PLAN |
OAK BROOK IL |
| 9,048 |
| $410.3M |
| $3.6M |
| 5 | FOUR SEASONS ENVIRONMENTAL, INC. FOUR SEASONS ENVIRONMENTAL, INC. 401(K) PLAN | MONROE OH | 383 | $38.9M | $2.7M |
| 6 | SECUR-SERV INC. SECUR-SERV 401(K) PLAN | OMAHA NE | 409 | $68.9M | $2.0M |
| 7 | BREMER WHYTE BROWN OMEARA LLP BREMER WHYTE BROWN & OMEARA LL 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS NV | 305 | $19.1M | $2.0M |
| 8 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $1.7M |
| 9 | WOODBURY CORPORATION WOODBURY CORPORATION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 957 | $19.9M | $1.2M |
| 10 | POMS & ASSOCIATES INSURANCE BROKERS, LLC POMS & ASSOCIATES INSURANCE BROKERS, LLC 401(K) PROFIT SHARING PLAN | CALABASAS CA | 110 | $29.9M | $1.1M |
