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 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,337 | $149.7M | $727K |
| 2 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $461K |
| 3 | CITIZENS BANK & TRUST CITIZENS BANK AND TRUST 401(K) PLAN | LAKE WALES FL | 215 | $15.1M |
| $430K |
| 4 | HAVER ANALYTICS, INC. HAVER ANALYTICS EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | NEW YORK NY | 104 | $49.8M | $329K |
| 5 | NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC. NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC. PROFIT SHARING PLAN | ALPENA MI | 598 | $32.7M | $111K |
| 6 | TOBA, INC. TOBA, INC. PROFIT SHARING RETIREMENT PLAN | GRAND ISLAND NE | 398 | $6.3M | $102K |
| 7 | COMMUNITY ACTION PIONEER VALLEY, INC. COMMUNITY ACTION RETIREMENT PLAN | GREENFIELD MA | 284 | $9.4M | $57K |
