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 | HEP SERVICES LLC HOWARD ENERGY PARTNERS 401(K) PLAN | SAN ANTONIO TX | 398 | $42.1M | $1.2M |
| 2 | INSTITUTE OF INTERNATIONAL EDUCATION, INC. INSTITUTE OF INTERNATIONAL EDUCATION 403(B) RETIREMENT PLAN | NEW YORK NY | 556 | $145.1M | $1.2M |
| 3 | C2 EDUCATIONAL SYSTEMS, INC. C2 EDUCATIONAL SYSTEMS 401(K) PROFIT SHARING PLAN | JOHNS CREEK GA | 1,399 | $18.4M | $292K |
| 4 | M&S ENGINEERING, LLC M&S COMPANIES 401(K) PLAN | SPRING BRANCH TX | 324 | $16.6M | $193K |
| 5 | S.J. INNOVATIONS, LLC S.J. INNOVATIONS, LLC 401K PROFIT SHARING PLAN | OKLAHOMA CITY OK | 134 | $6.6M | $168K |
| 6 | AMERICAN POOL ENTERPRISES, INC. THE AMENITY COLLECTIVE 401(K) PLAN | OWINGS MILLS MD | 1,323 | $27.5M | $10K |
