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 | $617K |
| 2 | CENTURY BANK CENTURY BANK 401(K) PLAN | SANTA FE NM | 138 | $24.5M | $566K |
| 3 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $466K |
| 4 |
TROUTDALE OR |
| 520 |
| $13.7M |
| $397K |
| 5 | PLYMOLD CO. PLYMOLD 401(K) SAVINGS PLAN | KENYON MN | 101 | $8.6M | $174K |
| 6 | AMERICAN PHOENIX, INC. AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN | EAU CLAIRE WI | 308 | $7.6M | $121K |
| 7 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN | BOULDER CO | 308 | $25.0M | $112K |
| 8 | WESTSTAR MORTGAGE CORPORATION WESTSTAR MORTGAGE CORPORATION 401(K) SAVINGS PLAN | ALBUQUERQUE NM | 114 | $17.3M | $97K |
| 9 | EDWARDS WOOD PRODUCTS EDWARDS WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN | MARSHVILLE NC | 413 | $16.5M | $65K |
| 10 | FLOATS AND FUEL CELLS FLOATS AND FUEL CELLS 401(K) RETIREMENT PLAN | MEMPHIS TN | 173 | $9.9M | $64K |
