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 | WSM INDUSTRIES WSM INDUSTRIES PROFIT SHARING 401(K) PLAN | WICHITA KS | 214 | $18.0M | $802K |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $781K |
| 3 | BADGE MOTOR COMPANY SHEARER AUTOMOTIVE PSP AND TRUST | SOUTH BURLINGTON VT | 85 | $8.3M | $333K |
| 4 |
| ATEC, INC. ATEC, INC. 401(K) PROFIT SHARING PLAN |
STAFFORD TX |
| 376 |
| $32.2M |
| $210K |
| 5 | MORRISSEY HOSPITALITY COMPANIES, INC. MORRISSEY HOSPITALITY COMPANIES, INC. 401(K) | ST PAUL MN | 529 | $11.2M | $186K |
| 6 | THE FRANKLIN INSTITUTE THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN | PHILADELPHIA PA | 156 | $20.7M | $180K |
| 7 | NORTHWEST FLORIDA CHRISTIAN ASSOC, INC. NORTHWEST FLORIDA CHRISTIAN EDUCATION ASSOC | NICEVILLE FL | 159 | $2.7M | $100K |
| 8 | BARRY ISETT & ASSOCIATES, INC. BARRY ISETT & ASSOCIATES INC 401(K) PS PLAN | ALLENTOWN PA | 238 | $23.4M | $79K |
| 9 | MADISON HEALTHCARE HOLDINGS II LLC MADISON HEALTHCARE 401(K) PLAN | CHICAGO IL | 196 | $7.3M | $35K |
| 10 | FAYETTEVILLE AREA HEALTH EDUCATION FAHEF, INC. 401(K) PLAN | FAYETTEVILLE NC | 131 | $10.7M | $29K |
