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 | BATH & TENNIS CLUB, INC. BATH & TENNIS CLUB, INC. 401(K) PLAN | PALM BEACH FL | 148 | $12.9M | $2.6M |
| 2 | GOODVILLE MUTUAL CASUALTY COMPANY GOODVILLE MUTUAL CASUALTY COMPANY PROFIT SHARING & SAVING PLAN | NEW HOLLAND PA | 183 | $32.5M | $2.6M |
| 3 | LIFECENTER NORTHWEST LIFECENTER NORTHWEST 403(B) RETIREMENT PLAN | BELLEVUE WA | 313 | $28.9M | $2.3M |
| 4 |
| ST. JOHN PROPERTIES, INC. ST. JOHN PROPERTIES 401(K) RETIREMENT PLAN |
BALTIMORE MD |
| 248 |
| $54.3M |
| $2.3M |
| 5 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN | GOSHEN IN | 393 | $61.4M | $2.3M |
| 6 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | SOUTH BURLINGTON VT | 133 | $35.2M | $1.7M |
| 7 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $1.4M |
| 8 | REYNOLDS CONSTRUCTION, LLC REYNOLDS CONSTRUCTION, LLC 401(K) PLAN | ORLEANS IN | 214 | $15.9M | $1.1M |
| 9 | BANK OF THE JAMES FINANCIAL GROUP, INC. BANK OF THE JAMES FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST | LYNCHBURG VA | 162 | $16.8M | $1.1M |
| 10 | EAGLE SEVEN EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST | CHICAGO IL | 119 | $30.6M | $951K |
