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 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $853K |
| 2 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $751K |
| 3 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN | WESTBOROUGH MA | 127 | $13.3M | $362K |
| 4 |
| ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST |
WEST CONCORD MN |
| 315 |
| $26.1M |
| $292K |
| 5 | LIBERTY DOCTORS, LLC LD & QHD 401(K) PLAN | NORTH CHARLESTON SC | 315 | $5.9M | $131K |
| 6 | HERREN ASSOCIATES, INC. HERREN ASSOCIATES 401(K) PLAN | WASHINGTON DC | 147 | $22.2M | $129K |
| 7 | LY BROTHERS CORPORATION SUGAR BOWL BAKERY 401(K) PLAN | HAYWARD CA | 462 | $15.0M | $118K |
| 8 | PDS CONSULTANTS, INC. PDS KO 401(K) PLAN | LOUISVILLE KY | 592 | $16.9M | $75K |
| 9 | COMANCO ENVIRONMENTAL CORPORATION COMANCO ENVIRONMENTAL CORPORATION 401(K) PLAN | PLANT CITY FL | 200 | $11.5M | $54K |
| 10 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN | CLEVELAND OH | 172 | $4.2M | $26K |