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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $2.5M |
| 2 | GURWIN JEWISH NURSING & REHABILITATION CENTER GURWIN TAX DEFERRED ANNUITY PLAN | COMMACK NY | 832 | $100.2M | $2.1M |
| 3 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $1.4M |
| 4 |
| OLIVER TECHNOLOGIES, INC. OLIVER TECHNOLOGIES, INC. 401K PLAN |
HOHENWALD TN |
| 249 |
| $10.3M |
| $1.2M |
| 5 | VISTA COMMUNITY CLINIC VISTA COMMUNITY CLINIC TAX DEFERRED ANNUITY PLAN | VISTA CA | 976 | $41.9M | $1.1M |
| 6 | UNIVERSAL PHOTONICS INC UNIVERSAL PHOTONICS INC 401(K) PROFIT SHARING PLAN & TRUST | CENTRAL ISLIP NY | 119 | $18.5M | $641K |
| 7 | DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA CA | 234 | $25.6M | $632K |
| 8 | LIBERTY STEEL INDUSTRIES, INC. LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN | WARREN OH | 150 | $8.3M | $437K |
| 9 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $318K |
| 10 | JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST | BASTIAN VA | 128 | $17.2M | $279K |
