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 | PERFORMANCE BANKERS, INC. PERFORMANCE BANKERS, INC. RETIREMENT SAVINGS PLAN | PIERRE SD | 732 | $101.2M | $3.2M |
| 2 | BARTON HEALTHCARE SYSTEM BARTON HEALTH 403(B) PLAN | SOUTH LAKE TAHOE CA | 847 | $92.7M | $1.9M |
| 3 | VINTAGE WINE DISTRIBUTOR, INC. VINTAGE WINE RETIREMENT SAVINGS PLAN | SOLON OH | 132 | $10.9M | $915K |
| 4 |
| ND ENERGY SERVICES MANAGEMENT, INC. ND ENERGY SERVICES 401(K) PLAN |
DICKINSON ND |
| 310 |
| $15.6M |
| $416K |
| 5 | COLORADO DOORWAYS, INC. COLORADO DOORWAYS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 193 | $19.4M | $135K |
| 6 | FIRST NATIONAL BANK OF PULASKI FIRST NATIONAL BANK OF PULASKI PROFIT SHARING PLAN | PULASKI TN | 146 | $39.5M | $80K |
| 7 | SMALLWOOD, REYNOLDS, STEWART, SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST | ATLANTA GA | 57 | $11.5M | $44K |
