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 | ECRI INSTITUTE ECRI INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | WILLOW GROVE PA | 447 | $78.1M | $6.1M |
| 2 | TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN | OMAHA NE | 833 | $90.7M | $5.4M |
| 3 | DULUTH HOLDINGS INC. DULUTH HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | MOUNT HOREB WI | 2,239 | $44.3M | $5.0M |
| 4 |
| INFORMATION SYSTEMS AUDIT AND CONTROL INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT |
SCHAUMBURG IL |
| 276 |
| $42.9M |
| $3.8M |
| 5 | TOWERPINKSTER TOWERPINKSTER 401(K) PLAN | KALAMAZOO MI | 217 | $46.6M | $2.9M |
| 6 | FIRSTUP, INC. FIRSTUP, INC. 401(K)PLAN | SAN FRANCISCO CA | 188 | $25.7M | $2.7M |
| 7 | STALLERGENES GREER STALLERGENES GREER 401(K) PLAN | LENOIR NC | 378 | $38.3M | $2.0M |
| 8 | THE CSM GROUP, INC. THE CSM GROUP, INC. SAVINGS PLAN | KALAMAZOO MI | 162 | $21.7M | $1.6M |
| 9 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $1.5M |
| 10 | DERMATOLOGY ASSOCIATES OF WEST MICHIGAN, PLC DERMATOLOGY ASSOCIATES OF WEST MICHIGAN, PLC PROFIT SHARING PLAN | GRAND RAPIDS MI | 110 | $16.2M | $1.2M |
