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 | BROOKWOOD COMPANIES INCORPORATED BROOKWOOD COMPANIES INC. TAX FAVORED SAVINGS PLAN | NEW YORK NY | 208 | $40.0M | $2.7M |
| 2 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $428K |
| 3 | BERKELEY PREPARATORY SCHOOL, INC. BERKELEY PREPARATORY DEFINED CONTRIBUTION RETIREMENT PLAN | TAMPA FL | 368 | $53.3M | $402K |
| 4 | SMA AMERICA HOLDINGS, LLC. SMA AMERICA 401(K) PLAN | ROCKLIN CA | 278 | $27.2M | $133K |
| 5 | LT HOLDINGS, INC. LIQUID TRUCKING COMPANIES 401(K) PROFIT SHARING PLAN | PLATTSMOUTH NE | 243 | $9.9M | $79K |
| 6 | RENEWABLE ENERGY SYSTEMS AMERICAS INC. RENEWABLE ENERGY SYSTEMS AMERICAS INC. 401(K) PLAN | DENVER CO | 1,300 | $85.3M | $33K |
