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 | UHY ADVISORS, INC. UHY SAVINGS PLAN | FARMINGTON HILLS MI | 1,655 | $285.1M | $4.7M |
| 2 | PHYSICIAN SPECIALISTS IN ANESTHESIA PC PHYSICIAN SPECIALISTS IN ANESTHESIA, PC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 105 | $51.0M | $672K |
| 3 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $615K |
| 4 |
| PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN |
COLUMBUS IN |
| 265 |
| $14.4M |
| $597K |
| 5 | WHEATON EYE CLINIC, LTD. WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN | WHEATON IL | 214 | $54.8M | $577K |
| 6 | JEWISH FAMILY & CAREER SERVICES, INC. JEWISH FAMILY & CAREER SERVICES PROFIT SHARING PLAN | ATLANTA GA | 206 | $9.2M | $492K |
| 7 | CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI BERNIE & PHYL'S FURNITURE RETIREMENT PLAN | NORTON MA | 371 | $17.9M | $103K |
| 8 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $13K |
