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 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $6.7M |
| 2 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $6.0M |
| 3 | KAHN VENTURES, INC. KAHN VENTURES, INC. 401(K) PLAN | AUSTELL GA | 1,775 | $146.5M | $6.0M |
| 4 |
| SAGE DINING SERVICES, INC. SAGE DINING SERVICES, INC. 401(K) PLAN |
LUTHERVILLE MD |
| 2,338 |
| $63.6M |
| $4.4M |
| 5 | SYRACUSE ORTHOPEDIC SPECIALISTS, PC SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN | SYRACUSE NY | 752 | $106.8M | $3.6M |
| 6 | FIDELITY ENGINEERING, LLC FIDELITY BUILDING SERVICES GROUP 401(K) | HUNT VALLEY MD | 2,432 | $151.7M | $3.2M |
| 7 | BLOMMER CHOCOLATE COMPANY, LLC. THE BLOMMER CHOCOLATE COMPANY EMPLOYEES' PROFIT- SHARING AND 401K PLAN | CHICAGO IL | 599 | $101.3M | $2.6M |
| 8 | SERVICE MANAGEMENT GROUP, LLC SERVICE MANAGEMENT GROUP 401(K) PLAN | KANSAS CITY MO | 135 | $26.4M | $2.5M |
| 9 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 401(K) PLAN | LATHAM NY | 13,148 | $452.3M | $2.3M |
| 10 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $2.2M |
