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 | COMMUNITY CHANGE COMMUNITY CHANGE RETIREMENT PLAN | FREDERICKSBURG VA | 103 | $18.1M | $731K |
| 2 | LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 143 | $24.8M | $723K |
| 3 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $195K |
| 4 |
| PROTOCALL SERVICES, INC. PROTOCALL SERVICES, INC. 401(K) RETIREMENT PLAN |
PORTLAND OR |
| 310 |
| $8.0M |
| $108K |
| 5 | THE NATIONAL SOCIETY OF LEADERSHIP AND SUCCESS LLC NATIONAL SOCIETY OF LEADERSHIP 401(K) PROFIT SHARING PLAN | MIAMI FL | 113 | $5.1M | $60K |
| 6 | RANKER, INC. RANKER 401(K) PLAN | LOS ANGELES CA | 58 | $4.8M | $51K |
| 7 | GEORGETOWN HILL EARLY SCHOOL GEORGETOWN HILL EARLY SCHOOL 401(K) PLAN | MONTGOMERY VILLAGE MD | 342 | $6.8M | $49K |
| 8 | TARA GROUP, LLC TARA GROUP, LLC 401(K) RETIREMENT PLAN | BOCA RATON FL | 323 | $15.8M | $38K |
| 9 | DHILLON HEALTHCARE GROUP DHILLON HEALTHCARE GROUP 401(K) PLAN | SALIDA CA | 383 | $7.5M | $9K |
| 10 | LORENZ CLINIC LLC LORENZ CLINIC 401(K) PLAN | VICTORIA MN | 97 | $2.0M | $1K |
