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 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $3.0M |
| 2 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $2.7M |
| 3 | LEARNING GROVE, INC. 403(B) THRIFT PLAN OF LEARNING GROVE, INC | COVINGTON KY | 294 | $10.4M | $185K |
| 4 |
| THE CRAIG AND FRANCES LINDNER CENTER OF HOPE LINDNER CENTER OF HOPE 401(K) PLAN |
MASON OH |
| 291 |
| $9.7M |
| $35K |
| 5 | GREATER HOUSTON RETAILERS COOPERATIVE ASSOCIATION, INC. GREATER HOUSTON RETAILERS ASSOCIATION 401(K) PLAN | STAFFORD TX | 213 | $2.8M | $16K |
