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 | DICKINSON FINANCIAL CORPORATION DICKINSON FINANCIAL CORPORATION RETIREMENT PLAN | KANSAS CITY MO | 1,084 | $73.0M | $1.0M |
| 2 | PENTECH HOLDINGS INC. PENTECH HOLDINGS RETIREMENT SAVINGS PLAN | BOOTHWYN PA | 662 | $44.4M | $373K |
| 3 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $352K |
| 4 |
| JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN |
DALLAS TX |
| 988 |
| $19.2M |
| $217K |
| 5 | WILLAMETTE VALLEY BANK WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | SALEM OR | 122 | $12.1M | $147K |
| 6 | MEMORIAL MOTORS, INC. DOHERTY AUTO GROUP 401(K) PLAN | LAKELAND FL | 3,232 | $25.1M | $127K |
| 7 | OAKMONT COUNTRY CLUB OAKMONT COUNTRY CLUB 401(K) PLAN | OAKMONT PA | 134 | $5.8M | $104K |
| 8 | CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART CHEEKWOOD 403(B) PLAN | NASHVILLE TN | 209 | $5.7M | $67K |
| 9 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $61K |
| 10 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $61K |
