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 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $2.7M |
| 2 | TRENAM, KEMKER, SCHARF, BARKIN, FRYE, ONEILL & MULLIS PA TRENAM LAW 401(K) PLAN | TAMPA FL | 167 | $94.9M | $1.7M |
| 3 | BAY ALARM CO. BAY ALARM COMPANY PROFIT SHARING PLAN | CONCORD CA | 1,178 | $122.4M | $492K |
| 4 |
| AVITA DRUGS, LLC AVITA 401(K) PROFIT SHARING PLAN |
BATON ROUGE LA |
| 563 |
| $41.6M |
| $329K |
| 5 | DATA-MAIL, INC. DATA-MAIL 401(K) RETIREMENT SAVINGS PLAN | NEWINGTON CT | 791 | $56.1M | $227K |
| 6 | HUBER + SUHNER NORTH AMERICA CORPORATION HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN | CHARLOTTE NC | 174 | $43.8M | $223K |
| 7 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $166K |
| 8 | CADMIUM, LLC CADMIUM, LLC 401(K) PLAN | FOREST HILL MD | 130 | $14.2M | $75K |
| 9 | NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN | BOSTON MA | 130 | $45.8M | $71K |
| 10 | BREN-TRONICS, INC. BREN-TRONICS, INC. 401(K) PROFIT SHARING PLAN | COMMACK NY | 249 | $29.5M | $58K |