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 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN | FREEPORT IL | 1,608 | $158.4M | $7.1M |
| 2 | NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MS SOCIETY 401(K) PLAN | NEW YORK NY | 701 | $94.6M | $1.4M |
| 3 | SAVATREE, LLC SAVATREE, LLC | BEDFORD HILLS NY | 2,877 | $81.5M | $662K |
| 4 |
| ASCEND TECHNOLOGIES, LLC ASCEND TECHNOLOGIES 401(K) PLAN |
CHICAGO IL |
| 201 |
| $9.3M |
| $226K |
| 5 | METRO CORP. METRO CORP. RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 81 | $10.6M | $179K |
| 6 | LOS ALTOS GOLF & COUNTRY CLUB LOS ALTOS GOLF & COUNTRY CLUB 401(K) PLAN | LOS ALTOS CA | 93 | $10.0M | $174K |
| 7 | VALUE LINE INC VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLAN | NEW YORK NY | 112 | $22.6M | $122K |
| 8 | PHOENIX SENIOR LIVING PHOENIX SENIOR LIVING 401(K) PLAN | ROSWELL GA | 2,239 | $5.4M | $101K |
| 9 | VENTEK SOLUTIONS LLC VENTEK SOLUTIONS LLC 401(K) PLAN | CHARLESTON SC | 534 | $13.6M | $97K |
| 10 | ADVANCED COOLING TECHNOLOGIES, INC. ADVANCED COOLING TECHNOLOGIES, INC. 401(K) PLAN | LANCASTER PA | 272 | $16.4M | $68K |
