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 | BOWMAN AND BROOKE LLP BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 407 | $194.3M | $46.3M |
| 2 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED CONTRIBUTION PLAN | SAN JOSE CA | 849 | $158.2M | $22.2M |
| 3 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 347 |
| $126.1M |
| $15.8M |
| 4 | THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN PA | 123 | $45.2M | $11.2M |
| 5 | EDUSERVE, INC. EDUSERVE/CSUSA RETIREMENT PLAN | FT LAUDERDALE FL | 7,804 | $84.0M | $11.2M |
| 6 | MERCY CARE MANAGEMENT, INC. MERCYCARE 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 453 | $78.4M | $11.0M |
| 7 | NATIONAL LIME & STONE COMPANY NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN | FINDLAY OH | 393 | $52.8M | $8.7M |
| 8 | SPINS LLC SPINS 401(K) PLAN | CHICAGO IL | 419 | $39.4M | $8.6M |
| 9 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 174 | $44.2M | $8.4M |
| 10 | STREAMLAND MEDIA LLC STREAMLAND MEDIA LLC 401(K) PLAN | LOS ANGELES CA | 1,086 | $57.6M | $7.8M |
