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 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $3.1M |
| 2 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN | COLUMBUS WI | 1,322 | $169.6M | $1.7M |
| 3 | ESP ASSOCIATES, INC. ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FORT MILL SC | 568 | $42.1M | $618K |
| 4 |
| TEAM CYMRU, INC. TEAM CYMRU, INC. 401(K) P/S PLAN |
LAKE MARY FL |
| 111 |
| $17.6M |
| $312K |
| 5 | YALE APPLIANCE YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST | NORTON MA | 197 | $22.5M | $133K |
| 6 | HOMESPIRE MORTGAGE CORPORATION HOMESPIRE MORTGAGE CORPORATION 401K PROFIT SHARING PLAN AND TRU | GAITHERSBURG MD | 134 | $9.2M | $60K |
| 7 | SPRUCE GROVE, INC. SPRUCE GROVE RETIREMENT PLAN | SANTA ANA CA | 333 | $6.3M | $56K |
| 8 | EVERTRUST BANK EVERTRUST BANK 401(K) RETIREMENT PLAN | CITY OF INDUSTRY CA | 84 | $18.0M | $48K |
| 9 | JUSTICE AV SOLUTIONS JAVS EMPLOYEE RETIREMENT PLAN | LOUISVILLE KY | 99 | $10.1M | $43K |
| 10 | VIRTUOSO, LTD VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 276 | $42.8M | $33K |
