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 | H.F. LENZ COMPANY H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN | JOHNSTOWN PA | 196 | $55.9M | $658K |
| 2 | COGENCY GLOBAL, INC. COGENCY GLOBAL, INC. 401(K) PLAN | NEW YORK NY | 377 | $40.3M | $497K |
| 3 | HEALIX INFUSION THERAPY, LLC. HEALIX SAVINGS PLAN | SUGAR LAND TX | 465 | $23.5M | $265K |
| 4 |
| NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. 401(K) RETIREMENT PLAN |
SANTA MONICA CA |
| 341 |
| $63.3M |
| $76K |
| 5 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $36K |
| 6 | DAN PERKINS SUBARU, INC. DAN PERKINS GROUP 401(K) SAVINGS PLAN | MILFORD CT | 171 | $10.4M | $14K |
