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 | HEARTLAND HOME SERVICES, INC. HEARTLAND HOME SERVICES, INC. 401(K) PLAN | GRAND RAPIDS MI | 2,082 | $79.8M | $1.8M |
| 2 | ROBINSON MILLS & WILLIAMS ROBINSON MILLS & WILLIAMS PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 111 | $36.0M | $1.4M |
| 3 | WHITE ROCK OIL & GAS, LLC WHITE ROCK OIL & GAS, LLC 401(K) PLAN | PLANO TX | 102 | $10.5M | $578K |
| 4 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $401K |
| 5 | ACTIVE POWER, INC. ACTIVE POWER, INC. 401K PLAN | AUSTIN TX | 86 | $11.3M | $349K |
| 6 | U.S. FACILITIES, INC. U.S. FACILITIES, INC. 401(K) RETIREMENT PLAN | PHILADEPHIA PA | 623 | $29.9M | $220K |
| 7 | K2 INTELLIGENCE, LLC K2 INTEGRITY 401(K) PLAN | NEW YORK NY | 262 | $27.9M | $211K |
| 8 | WINPAK HEAT SEAL CORPORATION WINPAK HEAT SEAL CORPORATION GCC/IBT LOCAL 568-M EMPLOYEE SAVINGS PLAN | PEKIN IL | 188 | $14.7M | $166K |
| 9 | FORREST SOLUTIONS INC FORREST SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,311 | $8.6M | $12K |
