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 | CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY UT | 986 | $66.8M | $1.9M |
| 2 | POND REALTY COMPANY DBA JOSEPH MANAGEMENT JOSEPH MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN AND TRUST | CINCINNATI OH | 831 | $47.8M | $1.6M |
| 3 | AVENUE CAPITAL MANAGEMENT II, LP AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING | NEW YORK NY | 129 |
| $37.3M |
| $1.4M |
| 4 | MIDWAY ARMS, INC. MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA MO | 298 | $48.3M | $1.2M |
| 5 | KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN RI | 105 | $40.6M | $1.2M |
