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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $14.1M |
| 2 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $10.3M |
| 3 | PAR PETROLEUM, LLC WYOMING REFINING COMPANY PENSION PLAN | HOUSTON TX | 87 | $21.8M | $1.3M |
| 4 |
| AUSTIN MUTUAL INSURANCE COMPANY AUSTIN MUTUAL INSURANCE COMPANY RETIREMENT PLAN |
JACKSONVILLE FL |
| 0 |
| $18.9M |
| $1.1M |
| 5 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $989K |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $965K |
| 7 | SCIENCE AND TECHNOLOGY CORPORATION DEFERRED SALARY PROFIT SHARING THRIFT PLAN FOR EMPLOYEES OF SCIENCE AND | HAMPTON VA | 289 | $44.6M | $923K |
| 8 | SCHUTZ CONTAINER SYSTEMS, INC. SCHUTZ CONTAINER SYSTEMS, INC. EMPLOYEE'S 401(K) RETIREMENT PLAN | NORTH BRANCH NJ | 824 | $40.8M | $602K |
| 9 | BROWN STRAUSS, INC. BROWN STRAUSS, INC. 401(K) SAVINGS PLAN | AURORA CO | 207 | $30.2M | $526K |
| 10 | FORWARD FINANCING LLC FORWARD FINANCING LLC RETIREMENT PLAN | BOSTON MA | 202 | $18.3M | $493K |
