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 | ITA GROUP, INC ITA GROUP, INC. 401(K) SAVINGS AND RETIREMENT PLAN | WEST DES MOINES IA | 1,064 | $124.2M | $1.9M |
| 2 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $861K |
| 3 | LAKESIDE BANK LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN | PARK RIDGE IL | 175 | $26.6M | $839K |
| 4 |
| NUDO PRODUCTS, INC. NUDO PRODUCTS, INC. 401(K) PLAN |
SPRINGFIELD IL |
| 314 |
| $24.8M |
| $332K |
| 5 | TENICA AND ASSOCIATES LLC TENICA AND ASSOCIATES LLC 401(K) PLAN | CHANTILLY VA | 235 | $21.3M | $144K |
| 6 | UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 403(B) THRIFT PLAN FOR UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | NEW YORK NY | 680 | $26.4M | $44K |
| 7 | PATRIOT FEDERAL CREDIT UNION PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | CHAMBERSBURG PA | 178 | $17.6M | $17K |
