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 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $2.6M |
| 2 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $2.3M |
| 3 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $2.3M |
| 4 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN |
BOSTON MA |
| 148 |
| $31.9M |
| $2.1M |
| 5 | FRANKLIN CORPORATION FRANKLIN CORPORATION 401(K) PLAN | HOUSTON MS | 690 | $12.6M | $2.1M |
| 6 | CHEMSTATION INTERNATIONAL, INC. CHEMSTATION RETIREMENT SAVINGS PLAN | DAYTON OH | 155 | $19.8M | $1.8M |
| 7 | AFP INDUSTRIES, INC. AFP INDUSTRIES, INC. EMPLOYEES' RETIREMENT PLAN | NORTH CHESTERFIELD VA | 151 | $17.6M | $1.6M |
| 8 | BOSWELL ENGINEERING, INC. BOSWELL ENGINEERING 401(K) PLAN | SOUTH HACKENSACK NJ | 251 | $53.9M | $1.5M |
| 9 | HUDSON VALLEY HOSPICE SECTION 403(B) RETIREMENT PLAN FOR HUDSON VALLEY HOSPICE | POUGHKEEPSIE NY | 376 | $12.7M | $1.5M |
| 10 | LIVEACTION, INC. LIVEACTION 401(K) PLAN | CAMPBELL CA | 82 | $15.7M | $1.4M |
