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 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $5.1M |
| 2 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $2.4M |
| 3 | INVISION COMMUNICATIONS, INC. INVISION COMMUNICATIONS, INC. 401(K) PLAN | WALNUT CREEK CA | 165 | $37.8M | $1.6M |
| 4 | SEVERSON & WERSON SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN | SAN FRANCISCO CA | 63 | $52.8M | $1.1M |
| 5 | INTEGRATED MEDICAL SERVICES, INC. INTEGRATED MEDICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 359 | $36.3M | $682K |
| 6 | HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. 401(K) PROFIT SHARING PLAN | GLEN ALLEN VA | 100 | $23.1M | $669K |
| 7 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $627K |
| 8 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 167 | $82.2M | $268K |
| 9 | BUDWEISER OF COLUMBIA BUDWEISER OF COLUMBIA 401(K) PLAN | COLUMBIA SC | 178 | $21.6M | $188K |
| 10 | LIBERTY LIFT SOLUTIONS LLC LIBERTY LIFT SOLUTIONS, LLC 401(K) PLAN | HOUSTON TX | 668 | $22.7M | $113K |
