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 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $742K |
| 2 | MEADOWS BANK MEADOWS BANK 401K RETIREMENT PLAN | LAS VEGAS NV | 164 | $20.2M | $677K |
| 3 | FORTIS CONSTRUCTION INC. FORTIS CONSTRUCTION, INC. EMPLOYEES SAVINGS TRUST | PORTLAND OR | 415 | $51.1M | $668K |
| 4 |
| BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN |
SPRINGFIELD MO |
| 6,519 |
| $94.8M |
| $655K |
| 5 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $631K |
| 6 | BANKERS BANK BANKERS' BANK 401(K) PLAN | MADISON WI | 133 | $35.4M | $557K |
| 7 | EMPYREAN BENEFIT SOLUTIONS, INC. EMPYREAN BENEFIT SOLUTIONS, INC. 401(K) PLAN | HOUSTON TX | 872 | $65.1M | $398K |
| 8 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $368K |
| 9 | TAULIA LLC TAULIA 401(K) PLAN & TRUST | SAN FRANCISCO CA | 261 | $25.5M | $323K |
| 10 | FEATHERLITE EXISS SOONER HOLDING FEATHERLITE EXISS SOONER 401(K) RETIREMENT PLAN | CRESCO IA | 500 | $34.5M | $315K |
