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 | APEX FUND SERVICES (CHARLOTTE) LLC APEX FUND SERVICES 401(K) PLAN | NEW YORK NY | 655 | $49.2M | $686K |
| 2 | THE LOVE COMPANIES THE LOVE COMPANIES 401(K) PLAN | SAINT LOUIS MO | 1,208 | $18.6M | $565K |
| 3 | STEP UP SUNCOAST, INC. STEP UP SUNCOAST, INC. 403(B) PLAN | SARASOTA FL | 205 | $7.5M | $500K |
| 4 |
| VERITA TELECOMMUNICATIONS CORPORATION VTC 401(K) PLAN |
PLYMOUTH MI |
| 423 |
| $8.4M |
| $403K |
| 5 | AUBERGE RESORTS LLC AUBERGE RESORTS 401(K) PLAN | BETHESDA MD | 4,077 | $48.0M | $395K |
| 6 | NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC 401(K) PLAN | KENTWOOD MI | 104 | $7.7M | $342K |
| 7 | THE WOODBRIDGE GROUP THE WOODBRIDGE GROUP RETIREMENT SAVINGS PLAN | TROY MI | 2,277 | $111.3M | $264K |
| 8 | EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE COUNTY, INC. ST. STEPHEN'S EPISCOPAL SCHOOL RETIREMENT PLAN | BRADENTON FL | 112 | $16.9M | $234K |
| 9 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $198K |
| 10 | BROOKSHIRE BROTHERS, INC. BROOKSHIRE BROTHERS KSOP | LUFKIN TX | 3,030 | $134.4M | $153K |
