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 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $1.2M |
| 2 | CARESTREAM DENTAL LLC CARESTREAM DENTAL RETIREMENT SAVINGS PLAN | ATLANTA GA | 377 | $103.6M | $413K |
| 3 | OGDEN CAP PROPERTIES, LLC OGDEN CAP PROPERTIES, LLC 401(K) PLAN | NEW YORK NY | 223 | $35.8M | $370K |
| 4 |
| AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY |
LAWRENCE MA |
| 543 |
| $33.5M |
| $305K |
| 5 | KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) | CHANDLER AZ | 191 | $14.4M | $261K |
| 6 | I-C FEDERAL CREDIT UNION I-C FEDERAL CREDIT UNION PROFIT SHARING & 401(K) PLAN | FITCHBURG MA | 120 | $16.2M | $235K |
| 7 | NWBT, INC. NORTHWEST BANK & TRUST COMPANY 401(K) PLAN | DAVENPORT IA | 75 | $10.3M | $111K |
| 8 | FLORIDA EYE CONSULTANTS, INC. FLORIDA EYE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 73 | $6.7M | $2K |
