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 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $4.0M |
| 2 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $2.5M |
| 3 | NATIONAL SERVICE SOURCE INC. DBA USSI GLOBAL 401(K) PLAN | MELBOURNE FL | 206 | $17.5M | $2.2M |
| 4 |
| BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN |
MALVERN PA |
| 1,417 |
| $47.1M |
| $1.1M |
| 5 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST | VAN NUYS CA | 616 | $39.0M | $882K |
| 6 | NUCLEUS GROUP HOLDINGS, INC. INIZIO 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 339 | $48.9M | $707K |
| 7 | GLOBAL TBM COMPANY GLOBAL TBM COMPANY RETIREMENT SAVINGS PLAN | SOLON OH | 47 | $28.1M | $534K |
| 8 | FERRARO FOODS OF NEW JERSEY LLC FERRARO FOODS OF NEW JERSEY LLC 401(K) PLAN | PISCATAWAY NJ | 873 | $35.9M | $524K |
| 9 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN | FAIRFIELD OH | 310 | $33.9M | $465K |
| 10 | TRANS STATES HOLDINGS, INC MY AIRLINE 401(K) RETIREMENT PLAN | BRIDGETON MO | 988 | $60.7M | $409K |
