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 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $1.1M |
| 2 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $543K |
| 3 | VACUUM TECHNOLOGY ASSOCIATES INC DYNAVAC 401(K) PLAN | HINGHAM MA | 104 | $13.6M | $408K |
| 4 |
| SOUTHLAW, P.C. SOUTHLAW, P.C. 401(K) RETIREMENT PLAN |
OVERLAND PARK KS |
| 89 |
| $12.8M |
| $279K |
| 5 | INOGEN, INC. INOGEN, INC. 401(K) & PROFIT SHARING PLAN | GOLETA CA | 706 | $35.5M | $231K |
| 6 | PENSKE VEHICLE SERVICES, INC. PENSKE VEHICLE SERVICES, INC. 401(K) PLAN | TROY MI | 402 | $10.1M | $173K |
| 7 | CALEEL HAYDEN LLC CALEEL HAYDEN LLC 401K SAVINGS PLAN | DENVER CO | 60 | $3.9M | $117K |
| 8 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $108K |
| 9 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $108K |
| 10 | AMERICAN HEALTHCARE MANAGEMENT S ACCURA HEALTHCARE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 1,483 | $7.1M | $33K |
