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 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $6.9M |
| 2 | NOVATECH, L.L.C. NOVATECH, L.L.C. 401(K) PLAN | BETHLEHEM PA | 158 | $42.1M | $6.1M |
| 3 | SIDOCK GROUP, INC. SIDOCK GROUP INC. 401(K) | NOVI MI | 133 | $15.1M | $3.4M |
| 4 |
BALA CYNWYD PA |
| 113 |
| $25.5M |
| $2.6M |
| 5 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M | $2.6M |
| 6 | ICE SERVICES, INC. ICE SERVICES, INC. 401(K) PLAN | ANCHORAGE AK | 543 | $28.6M | $2.2M |
| 7 | INDUSTRIAL PHYSICS, INC. INDUSTRIAL PHYSICS, INC. 401(K) PLAN | NEW ALBANY IN | 135 | $14.0M | $2.1M |
| 8 | CURANT INC CURANT INC 401(K) PLAN | SAINT PETERBURG FL | 183 | $17.1M | $2.0M |
| 9 | AVANT, LLC. AVANT, LLC 401(K) PLAN | CHICAGO IL | 233 | $27.7M | $1.9M |
| 10 | BROCK AND COMPANY, INC. BROCK AND COMPANY, INC. 401K RETIREMENT PLAN | MALVERN PA | 384 | $13.3M | $1.6M |
