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 | FAMILY HEALTH CENTERS OF SAN DIEGO FAMILY HEALTH CENTERS OF SAN DIEGO TAX DEFERRED ANNUITY PLAN | SAN DIEGO CA | 2,546 | $174.8M | $2.4M |
| 2 | EXOS EXOS RETIREMENT PLAN | PHOENIX AZ | 2,351 | $49.5M | $1.2M |
| 3 | INVERIS TRAINING SOLUTIONS, INC. INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN | SUWANEE GA | 219 | $49.7M | $893K |
| 4 |
| CBT NUGGETS, LLC CBT NUGGETS 401(K) PLAN |
EUGENE OR |
| 77 |
| $15.5M |
| $498K |
| 5 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $475K |
| 6 | DOREL JUVENILE GROUP, INC. THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS PLAN FOR COLUMBUS BARGAINING UNIT EMPLOYEES | COLUMBUS IN | 339 | $14.3M | $296K |
| 7 | ZINUS, INC. ZINUS, INC. 401(K) PLAN | TRACY CA | 128 | $7.2M | $5K |
| 8 | KRUSE WESTERN HOLDINGS, LLC KRUSE WESTERN HOLDINGS, LLC 401(K) AND PROFIT SHARING PLAN | GOSHEN CA | 82 | $13.9M | $1K |
