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 | GEMW HEALTHCARE INVESTMENT LP AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 6,339 | $734.2M | $21.7M |
| 2 | KALITTA AIR, LLC KALITTA COMPANIES 401(K) SAVINGS PLAN | YPSILANTI MI | 3,783 | $340.8M | $4.9M |
| 3 | DEALERDIRECT, LLC D/B/A FORDDIRECT FORDDIRECT RETIREMENT SAVINGS PLAN | DEARBORN MI | 314 | $60.3M | $1.6M |
| 4 |
| K2 INTELLIGENCE, LLC K2 INTEGRITY 401(K) PLAN |
NEW YORK NY |
| 262 |
| $27.9M |
| $1.6M |
| 5 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $1.3M |
| 6 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $804K |
| 7 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $512K |
| 8 | AMERICAN HERITAGE RAILWAYS, INC. AMERICAN HERITAGE RAILWAYS 401(K) PLAN | DURANGO CO | 523 | $8.4M | $366K |
| 9 | SCARINCI & HOLLENBECK, LLC SCARINCI & HOLLENBECK, LLC 401(K) PLAN | LITTLE FALLS NJ | 95 | $11.2M | $203K |
| 10 | ANDERSON HAY & GRAIN CO., INC. ANDERSON GROUP 401(K) SAVINGS PLAN | ELLENSBURG WA | 164 | $14.0M | $13K |
