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 | MASSACHUSETTS AUDUBON SOCIETY, INC. MASSACHUSETTS AUDUBON SOCIETY 403(B) RETIREMENT SAVINGS PLAN | LINCOLN MA | 639 | $55.1M | $4.2M |
| 2 | FRANKLIN CORPORATION FRANKLIN CORPORATION 401(K) PLAN | HOUSTON MS | 690 | $12.6M | $4.0M |
| 3 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $3.6M |
| 4 |
| WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT |
SHELTON CT |
| 392 |
| $34.8M |
| $2.9M |
| 5 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $2.3M |
| 6 | BOSWELL ENGINEERING, INC. BOSWELL ENGINEERING 401(K) PLAN | SOUTH HACKENSACK NJ | 251 | $53.9M | $2.2M |
| 7 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $1.7M |
| 8 | HUDSON VALLEY HOSPICE SECTION 403(B) RETIREMENT PLAN FOR HUDSON VALLEY HOSPICE | POUGHKEEPSIE NY | 376 | $12.7M | $1.5M |
| 9 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $828K |
| 10 | FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN TN | 2,730 | $19.7M | $650K |
