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 | BEACHFLEISCHMAN PLLC BEACHFLEISCHMAN, PLLC 401(K) PLAN | TUCSON AZ | 219 | $51.6M | $4.3M |
| 2 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $375K |
| 3 | THE BALDWIN SCHOOL THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN | BRYN MAWR PA | 215 | $42.0M | $258K |
| 4 |
| REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN |
WILMINGTON NC |
| 753 |
| $34.9M |
| $62K |
| 5 | NEW PAGE CAPITAL, LLC NEW PAGE CAPITAL, LLC 401K PLAN | SOPHIA NC | 238 | $8.8M | $36K |
| 6 | CODILIS & ASSOCIATES, P.C. CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN | BURR RIDGE IL | 293 | $37.2M | $35K |
| 7 | COULTER VENTURES LLC DBA ROGUE FITNESS ROGUE FITNESS 401(K) PLAN | COLUMBUS OH | 562 | $16.8M | $15K |
