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 | METROPOLITAN JEWISH HEALTH SYSTEM, INC. METROPOLITAN JEWISH HEALTH SYSTEM, INC. 403(B) PLAN | NEW YORK NY | 3,209 | $201.2M | $4.7M |
| 2 | SUPERIOR BEVERAGE GROUP, LTD. SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN | LEWIS CENTER OH | 549 | $49.8M | $3.4M |
| 3 | MARX/OKUBO ASSOCIATES, LTD. MARX/OKUBO ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 211 | $39.3M |
| $1.5M |
| 4 | ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO MN | 222 | $35.5M | $1.2M |
| 5 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN | CHEYENNE WY | 372 | $28.5M | $884K |
| 6 | HERO DIGITAL, LLC HERO DIGITAL, LLC 401(K) PLAN | CHICAGO IL | 593 | $34.7M | $725K |
| 7 | INTERCARE HOLDINGS, INC. INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | ROCKLIN CA | 460 | $23.5M | $656K |
| 8 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $648K |
| 9 | ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | CENTRAL POINT OR | 294 | $64.2M | $545K |
| 10 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $522K |
