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 | $7.6M |
| 2 | NORWICH ORTHOPEDIC GROUP, P.C. ORTHOPEDIC PARTNERS 401(K) PROFIT SHARING PLAN | NORTH FRANKLIN CT | 123 | $32.8M | $3.1M |
| 3 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M |
| $3.0M |
| 4 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $2.9M |
| 5 | FRANKLIN CORPORATION FRANKLIN CORPORATION 401(K) PLAN | HOUSTON MS | 690 | $12.6M | $1.8M |
| 6 | FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN TN | 2,730 | $19.7M | $1.7M |
| 7 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $1.7M |
| 8 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $1.6M |
| 9 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $1.6M |
| 10 | COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 148 | $31.9M | $1.2M |
