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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $1.6M |
| 2 | ARTHREX, INC. ARTHREX 401(K) RETIREMENT SAVINGS PLAN | NAPLES FL | 6,028 | $540.1M | $801K |
| 3 | THE BOSWORTH COMPANY THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN | MIDLAND TX | 256 | $21.3M | $649K |
| 4 |
| HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN |
RICHARDSON TX |
| 1,503 |
| $187.2M |
| $501K |
| 5 | ENERGY RECOVERY, INC. ENERGY RECOVERY, INC. 401(K) PLAN | SAN LEANDRO CA | 224 | $28.2M | $381K |
| 6 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $313K |
| 7 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $305K |
| 8 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $299K |
| 9 | MAS BUILDING & BRIDGE, INC. MAS BUILDING & BRIDGE, INC. RETIREMENT PLAN | NORFOLK MA | 170 | $15.4M | $290K |
| 10 | PACIFIC HYDROTECH CORPORATION PACIFIC HYDROTECH CORPORATION 401(K) PROFIT SHARING PLAN | PERRIS CA | 311 | $42.1M | $264K |
