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 | BOSCOV'S, INC. BOSCOV'S 401(K) DEFINED CONTRIBUTION PLAN | READING PA | 6,826 | $147.2M | $5.0M |
| 2 | ILLINOIS BONE AND JOINT INSTITUTE, LLC ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN | DES PLAINES IL | 2,354 | $287.0M | $4.2M |
| 3 | PFM FINANCIAL ADVISORS LLC PFM 401(K) PLAN | PHILADELPHIA PA | 364 | $163.8M | $3.2M |
| 4 |
| TRANS-MATIC MFG. CO., INC. 401(K) PLAN FOR EMPLOYEES OF TRANS-MATIC MFG. CO., INC. |
HOLLAND MI |
| 235 |
| $45.0M |
| $3.0M |
| 5 | FUELCELL ENERGY, INC. FUELCELL ENERGY INC. CAPITAL ACCUMULATION PLAN | DANBURY CT | 416 | $84.4M | $2.8M |
| 6 | RHR INTERNATIONAL LLP RHR INTERNATIONAL LLP SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 150 | $52.0M | $2.4M |
| 7 | HAND FAMILY COMPANIES, LLC HAND FAMILY COMPANIES, LLC 401(K) RETIREMENT PLAN | CLARKSVILLE TN | 568 | $51.5M | $2.3M |
| 8 | GOODWIN UNIVERSITY, INC. GOODWIN UNIVERSITY SAVINGS AND RETIREMENT PLAN | EAST HARTFORD CT | 852 | $31.2M | $2.2M |
| 9 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN | CHAMBERSBURG PA | 625 | $51.7M | $1.9M |
| 10 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $1.7M |