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 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $7.0M |
| 2 | ENSTAR (US) INC. ENSTAR (US) INC. 401(K) PLAN | ST. PETERSBURG FL | 345 | $134.0M | $2.9M |
| 3 | GREAT LAKES WINE & SPIRITS, LLC GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | HIGHLAND PARK MI | 1,067 | $43.0M | $803K |
| 4 |
| HOYLE, TANNER & ASSOCIATES, INC. THE HTA EMPLOYEES 401(K) PROFIT SHARING PLAN |
MANCHESTER NH |
| 120 |
| $29.3M |
| $662K |
| 5 | TROPICAL SMOOTHIE CAFE, LLC TROPICAL SMOOTHIE CAFE, LLC 401(K) PLAN | ATLANTA GA | 119 | $10.4M | $386K |
| 6 | WOLTER, INC. WOLTER INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 644 | $48.0M | $306K |
| 7 | ASSOCIATED GROCERS OF THE SOUTH, INC. ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 195 | $10.9M | $169K |
| 8 | MOODY GARDENS, INC. MOODY GARDENS, INC. 401(K) RETIREMENT PLAN | GALVESTON TX | 374 | $11.9M | $154K |
| 9 | MONTEREY PENINSULA HORTICULTURE, INC. MONTEREY PENINSULA HORTICULTURE, INC. 401(K) PLAN | SALINAS CA | 210 | $7.7M | $66K |
| 10 | NEWCOURTLAND ELDER SERVICES NEWCOURTLAND ELDER SERVICES 403(B) PLAN | PHILADELPHIA PA | 356 | $13.3M | $42K |
