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 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $62.3M |
| 2 | MUNSON HEALTHCARE MUNSON 401(K) PLAN | TRAVERSE CITY MI | 8,394 | $123.9M | $14.3M |
| 3 | RHO, INC. RHO, INC. EMPLOYEES SAVINGS TRUST | DURHAM NC | 506 | $75.3M | $2.9M |
| 4 |
CONCORD NC |
| 3,155 |
| $49.4M |
| $1.4M |
| 5 | VERISTAT, LLC VERISTAT, LLC 401(K) PROFIT SHARING PLAN | SOUTHBOROUGH MA | 158 | $24.9M | $1.1M |
| 6 | ROSS EXPRESS LLC ROSS EXPRESS LLC SAVINGS & RETIREMENT PLAN | BOSCAWEN NH | 269 | $12.4M | $582K |
| 7 | PROMESA, INC. PROMESA, INC. 401(K) PROFIT SHARING PLAN | BRONX NY | 423 | $23.6M | $306K |
| 8 | AMERICAN FLORIST SUPPLY, INC. AMERICAN FLORIST SUPPLY, INC. 401(K) PROFIT SHARING PLAN & TRU | WILMINGTON MA | 184 | $8.6M | $174K |
| 9 | TERRACYCLE, INC. TERRACYCLE INC. 401(K) PROFIT SHARING PLAN AND TRUST | TRENTON NJ | 168 | $7.9M | $153K |
| 10 | PROMESA, INC. PROMESA MANAGEMENT PLAN | BRONX NY | 359 | $22.6M | $152K |
