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 | DAVID VOLKERT & ASSOCIATES, INC. DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN | MOBILE AL | 1,715 | $105.9M | $6.8M |
| 2 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $6.3M |
| 3 | VINSON PROCESS CONTROLS COMPANY, L.P. VINSON PROCESS CONTROLS 401(K) PLAN | LEWISVILLE TX | 239 |
| $72.8M |
| $5.7M |
| 4 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $5.5M |
| 5 | CAPRI HOLDINGS LIMITED (USA) CAPRI HOLDINGS LIMITED (USA) 401(K) PLAN | NEW YORK NY | 4,448 | $213.7M | $5.4M |
| 6 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $4.3M |
| 7 | ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN | SILVER SPRING MD | 1,086 | $140.7M | $2.0M |
| 8 | FULLBLOOM FULLBLOOM RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 5,955 | $85.5M | $1.6M |
| 9 | INFOVISTA TECHNOLOGIES INC. INFOVISTA 401(K) RETIREMENT PLAN | LOWELL MA | 72 | $64.7M | $1.6M |
| 10 | MAYNARD NEXSEN PC MAYNARD NEXSEN, PC PENSION PLAN | BIRMINGHAM AL | 128 | $57.0M | $1.4M |
