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 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $3.9M |
| 2 | KBRA HOLDINGS, LLC KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST | NEW YORK NY | 511 | $76.6M | $2.7M |
| 3 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $2.0M |
| 4 | E & E CO., LTD E & E 401(K) & PROFIT SHARING PLAN | FREMONT CA | 214 | $39.7M | $1.6M |
| 5 | OTOLARYNGOLOGY ASSOCIATES, LLC OTOLARYNGOLOGY ASSOCIATES LLC, 401(K) PLAN | CARMEL IN | 159 | $47.8M | $1.6M |
| 6 | WIRTGEN AMERICA, INC. WIRTGEN EMPLOYEE 401(K) PLAN | ANTIOCH TN | 239 | $46.4M | $1.5M |
| 7 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $1.2M |
| 8 | CURANT INC CURANT INC 401(K) PLAN | SAINT PETERBURG FL | 183 | $17.1M | $1.2M |
| 9 | CRISTA MINISTRIES CRISTA MINISTRIES 403(B) SAVINGS PLAN | SHORELINE WA | 800 | $41.2M | $1.1M |
| 10 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN | PITTSBURGH PA | 555 | $113.7M | $934K |
