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 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $1.5M |
| 2 | MCKINLEY MANAGEMENT, LLC MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN | ANCHORAGE AK | 33 | $19.0M | $840K |
| 3 | US PHARMA LAB, LLC US. PHARMA LAB, LLC 401(K) PLAN | NORTH BRUNSWICK NJ | 336 | $11.3M | $200K |
| 4 |
| FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN |
JEFFERSONVILLE IN |
| 332 |
| $63.5M |
| $123K |
| 5 | ADVANCED MEDICAL IMAGING, LLC ADVANCED MEDICAL IMAGING, LLC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 180 | $17.0M | $91K |
| 6 | AMERICAN AEROGEL CORPORATION AMERICAN AEROGEL CORPORATION 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 237 | $7.4M | $49K |
| 7 | WINCHESTER THURSTON SCHOOL THE WINCHESTER THURSTON SCHOOL 403(B) RETIREMENT PLAN | PITTSBURGH PA | 163 | $29.3M | $42K |
| 8 | CINCINNATI ASSOCIATION FOR THE BLIND CINCINNATI ASSOCIATION FOR THE BLIND 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 142 | $7.2M | $38K |
| 9 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI | 111 | $50.3M | $37K |
| 10 | ALLIANCE RUBBER COMPANY ALLIANCE PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | HOT SPRINGS AR | 114 | $12.3M | $33K |
