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 | BASSENIAN LAGONI BASSENIAN LAGONI 401(K) PROFIT SHARING PLAN | IRVINE CA | 70 | $21.5M | $9.8M |
| 2 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $5.7M |
| 3 | GRAND VALLEY MEDICAL SPECIALIST, PLC GRAND VALLEY MEDICAL SPECIALISTS, PLC PROFIT SHARING PLAN | WYOMING MI | 68 | $15.9M | $2.4M |
| 4 | MAXIM MANAGEMENT SERVICES, LLC MAXIM MANAGEMENT SERVICES LLC 401K PSP | CHEEKTOWAGA NY | 209 | $26.2M | $1.1M |
| 5 | ROCK WEST COMPOSITES, INC. ROCK WEST 401 (K) PLAN | SAN DIEGO CA | 284 | $11.6M | $1.0M |
| 6 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $529K |
