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 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $1.4M |
| 2 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN | LEBANON NH | 387 | $76.2M | $667K |
| 3 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $347K |
| 4 |
| SAGENET LLC SAGENET 401(K) PLAN |
TULSA OK |
| 447 |
| $69.4M |
| $226K |
| 5 | KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA WA | 230 | $19.5M | $103K |
| 6 | WIDEORBIT LLC WIDEORBIT LLC 401(K) PLAN | NEW YORK NY | 339 | $81.4M | $58K |
| 7 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $28K |
| 8 | SECURE TRANSPORTATION COMPANY, INC. SECURE TRANSPORTATION 401(K) PLAN | CERRITOS CA | 403 | $3.7M | $28K |
| 9 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $15K |
| 10 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $14K |
