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 | SOUTHERN CROWN PARTNERS, LLC SOUTHERN CROWN PARTNERS, LLC RETIREMENT PLAN | FITZGERALD GA | 700 | $33.6M | $1.9M |
| 2 | SUMMIT DESIGN & ENGINEERING SERVICES,PLLC SUMMIT DESIGN & ENGINEERING SERVICES, PLLC EMPLOYEES SAVINGS TRUST | HILLSBOROUGH NC | 410 | $24.2M | $1.6M |
| 3 | ROGERS & BROWN CUSTOM BROKERS, INC THE ROGERS & BROWN PROFIT SHARING 401(K) PLAN | LADSON SC | 125 | $10.3M |
| $1.3M |
| 4 | QUALITY INSIGHTS, INC. QUALITY INSIGHTS INC. MONEY PURCHASE PENSION | CHARLESTON WV | 143 | $30.5M | $1.3M |
| 5 | CONEWAGO HOLDINGS, INC. CONEWAGO HOLDINGS, INC. 401(K) PLAN | HANOVER PA | 380 | $39.5M | $1.2M |
| 6 | VIRGINIA GLASS & MIRROR INTERMEDIARY, LLC VIRGINIA MIRROR & ASSOC. COMPANIES 401(K) PLAN | MARTINSVILLE VA | 161 | $4.6M | $1.1M |
| 7 | FDH HOLDINGS, LLC FAMILY DENTAL HEALTH RETIREMENT SAVINGS PLAN | GREER SC | 520 | $9.8M | $828K |
| 8 | ST ENGINEERING HACKNEY, INC. ST ENGINEERING HACKNEY 401K RET PLAN | WASHINGTON NC | 677 | $22.0M | $812K |
| 9 | NAVAL SYSTEMS, INC. NAVAL SYSTEMS, INC 401(K) PLAN | LEXINGTON PARK MD | 343 | $22.9M | $679K |
| 10 | BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY BISHOP GADSDEN SAVINGS & RETIREMENT PLAN | CHARLESTON SC | 530 | $12.9M | $631K |
