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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $13.7M |
| 2 | LANCO INTERNATIONAL, INC. LANCO INTERNATIONAL, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PROGRAM | HAZEL CREST IL | 713 | $117.1M | $4.4M |
| 3 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $3.2M |
| 4 |
| KOSITZKA, WICKS AND COMPANY KOSITZKA, WICKS AND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST |
ALEXANDRIA VA |
| 122 |
| $26.8M |
| $2.9M |
| 5 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $2.8M |
| 6 | TRAIL BLAZERS INC. TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 570 | $38.9M | $2.6M |
| 7 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN | BOULDER CO | 786 | $29.6M | $1.6M |
| 8 | ONE WATER MARINE HOLDINGS, LLC ONE WATER MARINE HOLDINGS, LLC 401(K) PLAN | BUFORD GA | 1,832 | $57.4M | $1.2M |
| 9 | ARKANSAS COLLEGES OF HEALTH EDUCATION DBA ACHE ARKANSAS COLLEGES OF HEALTH EDUCATION 401(K) PLAN | FORT SMITH AR | 162 | $14.4M | $1.2M |
| 10 | ALLEGIANCE CRANE & EQUIPMENT, LLC ALLEGIANCE CRANE & EQUIPMENT, LLC 401(K) PLAN | HOUSTON TX | 442 | $19.3M | $986K |
