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 | MASSEY SERVICES, INC. MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 2,413 | $105.8M | $3.4M |
| 2 | OPTICAL SOCIETY OF AMERICA OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $67.4M | $749K |
| 3 | SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY FL | 4,456 | $31.2M | $731K |
| 4 |
| GENTHERM INCORPORATED GENTHERM RETIREMENT SAVINGS PLAN |
NOVI MI |
| 502 |
| $61.8M |
| $690K |
| 5 | BROADWAY SERVICES INC. BROADWAY SERVICES INC. RETIREMENT PLAN | NEW ORLEANS LA | 137 | $4.2M | $516K |