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 | CARESTREAM DENTAL LLC CARESTREAM DENTAL RETIREMENT SAVINGS PLAN | ATLANTA GA | 377 | $103.6M | $1.3M |
| 2 | I-C FEDERAL CREDIT UNION I-C FEDERAL CREDIT UNION PROFIT SHARING & 401(K) PLAN | FITCHBURG MA | 120 | $16.2M | $957K |
| 3 | OGDEN CAP PROPERTIES, LLC OGDEN CAP PROPERTIES, LLC 401(K) PLAN | NEW YORK NY | 223 | $35.8M | $640K |
| 4 |
| KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) |
CHANDLER AZ |
| 191 |
| $14.4M |
| $246K |
| 5 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $225K |
| 6 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $47K |
