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 | CARDINAL OPERATING COMPANY CARDINAL OPERATING COMPANY 401(K) PLAN | COLUMBUS OH | 257 | $56.7M | $1.0M |
| 2 | ASMPT SMT USA, LLC ASMPT 401(K) PLAN | BILLERICA MA | 395 | $47.3M | $744K |
| 3 | CARECONNECT HEALTH, INC CARECONNECT HEALTH 403(B) TAX-DEFERRED ANNUITY PLAN | RICHLAND GA | 627 | $12.0M | $490K |
| 4 |
| GORTON'S INC. SAVINGS PLAN FOR UNION EMPLOYEES OF GORTON'S |
GLOUCESTER MA |
| 241 |
| $11.3M |
| $450K |
| 5 | VISIONCORPS VISIONCORPS TAX SHELTER ANNUITY PLAN | LANCASTER PA | 202 | $7.9M | $323K |
| 6 | MARQUETTE ASSOCIATES, INC. MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 141 | $40.5M | $172K |
| 7 | FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC. FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN | ALPHARETTA GA | 125 | $3.4M | $150K |
| 8 | COASTAL SPECIALTY FOREST PRODUCTS, INC. COASTAL SPECIALTY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | BOW NH | 167 | $13.9M | $113K |
| 9 | ONEONTA TRADING CORPORATION CUSTONE 401(K) PLAN | WENATCHEE WA | 1,350 | $16.1M | $28K |
| 10 | BRT, INC. BRT, INC. 401(K) PLAN | PARKESBURG PA | 121 | $5.5M | $17K |