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 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 463 | $167.7M | $10.7M |
| 2 | NXG, LLC NXG, LLC SAVINGS & RETIREMENT PLAN | PHOENIX AZ | 1,332 | $36.7M | $2.7M |
| 3 | CREDIT UNION ONE CREDIT UNION ONE CAPITAL ACCUMULATION PLAN | FERNDALE MI | 338 | $30.6M | $2.3M |
| 4 |
| O'NEILL MANAGEMENT, LLC O'NEILL HEALTHCARE 401(K) PLAN |
NORTH RIDGEVILLE OH |
| 965 |
| $18.1M |
| $1.7M |
| 5 | DANE STREET, LLC DANE STREET 401(K) PLAN | PALM BEACH GARDENS FL | 280 | $8.0M | $1.1M |
| 6 | THE BUDD GROUP, INC. BUDD GROUP, INC. 401(K) SAVINGS PLAN | WINSTON-SALEM NC | 2,283 | $5.4M | $835K |
| 7 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $688K |
| 8 | FAMILY SERVICE OF THE PIEDMONT, INC. FAMILY SERVICE OF THE PIEDMONT, INC. RETIREMENT PLAN | JAMESTOWN NC | 131 | $2.9M | $56K |
| 9 | CALVERT COUNTY DAY SCHOOL, INC THE CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 45 | $7.6M | $14K |
