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 | HEALOGICS, LLC. HEALOGICS, LLC. 401(K) PLAN | JACKSONVILLE FL | 2,741 | $153.3M | $12.9M |
| 2 | JETRO CASH & CARRY ENTERPRISES, LLC JETRO CASH & CARRY ENTERPRISES, LLC RETIREMENT SAVINGS PLAN | WHITESTONE NY | 3,671 | $163.7M | $7.8M |
| 3 | MAXITROL COMPANY MAXITROL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST | SOUTHFIELD MI | 206 | $39.7M | $1.3M |
| 4 |
| LANAI RESORTS, LLC LANAI RESORTS 401(K) PLAN |
HONOLULU HI |
| 381 |
| $18.1M |
| $1.1M |
| 5 | KITCHELL CORPORATION KITCHELL AFFILIATES EMPLOYEES' PROFIT SHARING PLAN | PHOENIX AZ | 512 | $66.4M | $875K |
