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 | MVHS, INC. MVHS, INC. 403(B) PLAN | UTICA NY | 3,562 | $196.6M | $3.4M |
| 2 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | SPOKANE WA | 472 | $15.1M | $405K |
| 3 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN | AURORA CO | 699 | $67.7M | $361K |
| 4 |
| SMT, INC. THE RISE COMPANIES 401(K) PLAN |
RALEIGH NC |
| 515 |
| $12.0M |
| $331K |
| 5 | NEW YORK ATHLETIC CLUB NEW YORK ATHLETIC CLUB 401(K) SAVINGS PLAN | NEW YORK NY | 156 | $18.1M | $325K |
| 6 | METLIFE LEGAL PLANS, INC. METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 273 | $16.6M | $262K |
| 7 | MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY MI | 367 | $20.2M | $227K |
| 8 | GA TELESIS, LLC GA TELESIS, LLC PROFIT SHARING PLAN | FORT LAUDERDALE FL | 463 | $22.7M | $218K |
| 9 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $160K |
| 10 | HIMES HOLDINGS, INC. HIMES HOLDINGS, INC. 401(K) PLAN AND TRUST | ELKHART IN | 89 | $8.5M | $143K |
