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 |
| 6 | FITNESS FORMULA, LTD FITNESS FORMULA EMPLOYEE 401(K) PROFIT SHARING PLAN | CHICAGO IL | 451 | $8.9M | $582K |
| 7 | TARPON BLUE CE MANAGEMENT LLC COLLIER ENTERPRISES 401(K) PLAN | NAPLES FL | 15 | $30.6M | $471K |
| 8 | ARAUCO NORTH AMERICA, INC. ARAUCO NORTH AMERICA, INC. RETIREMENT PLAN | ATLANTA GA | 1,121 | $129.0M | $440K |
| 9 | BOARD OF TRUSTEES OF THE MDA HEALTH PLAN MDA HEALTH PLAN | OKEMOS MI | 1,915 | $27.6M | $299K |
| 10 | NORTH IDAHO EYE INSTITUTE, PA NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 134 | $13.1M | $164K |
