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 | CURREY & COMPANY, INC. CURREY & COMPANY, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 110 | $16.2M | $2.2M |
| 2 | GOLDEN SVCS, LLC GOLDEN SVCS, LLC 401(K) PLAN & TRUST | OAK RIDGE TN | 665 | $16.0M | $2.0M |
| 3 | FRESNO BEVERAGE COMPANY, INC. VALLEY WIDE BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | FRESNO CA | 345 | $9.8M | $1.5M |
| 4 |
| COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN |
COLUMBUS OH |
| 787 |
| $12.5M |
| $1.3M |
| 5 | MAPLES INDUSTRIES, INC. MAPLES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSBORO AL | 567 | $18.1M | $998K |
| 6 | NEWSMAX MEDIA, INC. NEWSMAX MEDIA 401(K) PLAN | BOCA RATON FL | 390 | $17.9M | $959K |
| 7 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $939K |
| 8 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $751K |
| 9 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN | DALLAS TX | 988 | $19.2M | $733K |
| 10 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN | NEW YORK NY | 293 | $42.5M | $671K |
