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 | TOTAL SAFETY U.S., INC. TOTAL SAFETY U. S. , INC. 401(K) RETIREMENT PLAN | PASADENA TX | 1,968 | $53.0M | $737K |
| 2 | CITIZENS AND FARMERS BANK SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | WEST POINT VA | 410 | $60.5M | $521K |
| 3 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $304K |
| 4 |
| PRIMIS BANK SBA DEFINED CONTRIBUTION PLAN FOR PRIMIS BANK |
GLEN ALLEN VA |
| 593 |
| $44.4M |
| $239K |
| 5 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN | STRASBURG VA | 309 | $36.3M | $166K |
| 6 | VYTALOGY WELLNESS LLC VYTALOGY WELLNESS 401(K) PLAN | SHERMAN OAKS CA | 617 | $35.2M | $154K |
| 7 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK | TIMBERVILLE VA | 180 | $11.1M | $128K |
| 8 | FIRST NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR FIRST NATIONAL BANK | ALTAVISTA VA | 180 | $12.5M | $63K |
| 9 | MITCHELLS SALON AND DAY SPA, INC. MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN | WEST CHESTER OH | 273 | $10.3M | $62K |
| 10 | THE FREEDOM BANK OF VIRGINIA FREEDOM BANK OF VIRGINIA 401(K) PLAN | FAIRFAX VA | 96 | $10.3M | $61K |
