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 | FRANKLIN RESOURCES, INC. FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | SAN MATEO CA | 4,383 | $2.8B | $22.4M |
| 2 | INTEGRATED MEDICAL SERVICES, INC. INTEGRATED MEDICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 359 | $36.3M | $3.6M |
| 3 | STEWARD MACHINE CO., INC. STEWARD MACHINE CO., INC. PROFIT SHARING PLAN | BIRMINGHAM AL | 134 | $11.6M | $3.2M |
| 4 | TURF CARE SUPPLY CORP. TURF CARE SUPPLY CORP. 401(K) PLAN | BRUNSWICK OH | 254 | $20.6M | $2.4M |
| 5 | THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE AI2 401(K) PLAN | SEATTLE WA | 203 | $48.0M | $1.9M |
| 6 | OPEN SKY COMMUNITY SERVICES, INC. OPEN SKY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN | WORCESTER MA | 1,379 | $34.4M | $765K |
| 7 | AREA AGENCY ON AGING REGION 9 INC. AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN | CAMBRIDGE OH | 159 | $10.5M | $626K |
| 8 | TRI-COUNTY MENTAL HEALTH SERVICES, INC., DBA BEACON MENTAL HEALTH BEACON MENTAL HEALTH 403(B) RETIREMENT PLAN | KANSAS CITY MO | 198 | $8.0M | $466K |
| 9 | CAUDILL SEED AND WAREHOUSE CO., INC CSC PROFIT SHARING & 401(K) PLAN | LOUISVILLE KY | 99 | $11.8M | $376K |
| 10 | CHRISTIAN FOODS II, LC CHRISTIAN FOODS II, LC 401(K) PLAN | WELDON SPRING MO | 268 | $5.2M | $193K |
