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 | UFP TECHNOLOGIES, INC. UFP TECHNOLOGIES, INC. 401(K) PLAN | NEWBURYPORT MA | 939 | $56.2M | $1.1M |
| 2 | GBQ HOLDINGS, LLC GBQ 401(K) & PROFIT SHARING PLAN | COLUMBUS OH | 279 | $53.0M | $540K |
| 3 | KITSON & PARTNERS MANAGEMENT SER KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN | PALM BEACH GARDENS FL | 205 | $22.6M | $488K |
| 4 |
| FRANKIES FUN PARK LLC FRANKIES' FUN PARK 401(K) PLAN |
CHARLESTON SC |
| 221 |
| $10.8M |
| $132K |
| 5 | LUCCHESE, INC. LUCCHESE INC. EE INVESTMENT PLAN | EL PASO TX | 664 | $6.9M | $88K |
| 6 | PLASTIC EXPRESS PLASTIC EXPRESS 401(K) PLAN | CITY OF INDUSTRY CA | 624 | $13.6M | $79K |
| 7 | ACU-SERVE, LLC ACU-SERVE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AKRON OH | 284 | $7.1M | $66K |
| 8 | SENTRY CENTERS HOLDINGS LLC CONVENE 401(K) PROFIT SHARING PLAN | NEW YORK NY | 482 | $18.2M | $66K |
| 9 | PRIORITY HR I LLC PRIORITY HR RETIREMENT SAVINGS PLAN | TAMPA FL | 246 | $3.3M | $22K |
| 10 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $18K |
