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 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $3.8M |
| 2 | R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE MD | 1,994 | $92.8M | $3.7M |
| 3 | BEUMER CORPORATION BEUMER 401(K) PLAN | SOMERSET NJ | 292 | $34.4M | $1.2M |
| 4 |
| CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN |
DALLAS TX |
| 29 |
| $33.1M |
| $749K |
| 5 | FOOD EXPRESS, INC. FOOD EXPRESS, INC. 401(K) PLAN | PALMDALE CA | 266 | $21.1M | $276K |
| 6 | TWIN MED, LLC TWIN MED 401(K) PLAN | SANTA FE SPRINGS CA | 476 | $15.5M | $202K |
| 7 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN | MILLIS MA | 118 | $13.9M | $132K |
| 8 | SMITH NOBLE HOME, INC SMITH NOBLE HOME, INC 401(K) PLAN | IRVINE CA | 118 | $5.5M | $4K |
