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 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $11.7M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $11.7M |
| 3 | HIGH LINER FOODS (USA), INCORPORATED HIGH LINER FOODS (USA) 401(K) SAVINGS PLAN | PORTSMOUTH NH | 652 | $71.7M | $5.0M |
| 4 |
| CARILION CLINIC CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN |
ROANOKE VA |
| 2,201 |
| $135.1M |
| $3.4M |
| 5 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $3.4M |
| 6 | WILEY & WILSON, INC. WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | LYNCHBURG VA | 186 | $94.4M | $1.8M |
| 7 | CHARTWAY FEDERAL CREDIT UNION CHARTWAY FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 600 | $44.8M | $1.2M |
| 8 | PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. EMPLOYEE SAVINGS PLAN | MELVILLE NY | 1,231 | $64.2M | $890K |
| 9 | PREMIER MEDICAL GROUP, P.C. PREMIER MEDICAL GROUP,P.C.401(K) PROFIT SHARING PLAN | CLARKSVILLE TN | 218 | $60.4M | $868K |
| 10 | ZEL TECHNOLOGIES, LLC ZEL TECHNOLOGIES, LLC PROFIT SHARING & 401(K) PLAN | HAMPTON VA | 163 | $24.9M | $591K |
