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 | CASCADE DIE CASTING GROUP, INC. CASCADE DIE CASTING GROUP EMPLOYEES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 322 | $11.1M | $836K |
| 2 | THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH FL | 373 | $47.2M | $546K |
| 3 | FOUNDRY COMMERCIAL, LLC FOUNDRY COMMERCIAL RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 436 | $48.7M | $511K |
| 4 | INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C. INSPIRA MEDICAL GROUP 401(K) PLAN | BRIDGETON NJ | 231 | $30.5M | $464K |
| 5 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $383K |
