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 | PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER NY | 621,703 | $1.8B | $12.6M |
| 2 | NEW DIRECTIONS BEHAVIORAL HEALTH, LLC NEW DIRECTIONS BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK KS | 758 | $75.6M | $943K |
| 3 | WRIKE, INC. WRIKE, INC. 401(K) RETIREMENT PLAN | SAN DIEGO CA | 184 | $21.3M | $534K |
| 4 |
| WOODCRAFT, LLC WOODCRAFT 401K PLAN |
PARKERSBURG WV |
| 226 |
| $13.2M |
| $477K |
| 5 | API HEAT TRANSFER INC. API HEAT TRANSFER INC. 401(K) PLAN | BUFFALO NY | 371 | $52.0M | $434K |
| 6 | LEESAR INC. LEESAR INC. 401(K) PROFIT SHARING PLAN & TRUST | FT MYERS FL | 268 | $14.2M | $335K |
| 7 | SPECTRUM RETIREMENT COMMUNITIES, LLC SPECTRUM RETIREMENT COMMUNITIES 401(K) PLAN | DENVER CO | 1,363 | $13.4M | $314K |
| 8 | WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT MS | 133 | $25.0M | $300K |
| 9 | FIREMON, LLC. FIREMON, LLC 401(K) PLAN | LENEXA KS | 171 | $26.4M | $280K |
| 10 | BIRKENSTOCK USA, LP BIRKENSTOCK 401(K) PLAN | NOVATO CA | 343 | $29.7M | $246K |
