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 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $2.8M |
| 2 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $1.8M |
| 3 | GOLDEN SVCS, LLC GOLDEN SVCS, LLC 401(K) PLAN & TRUST | OAK RIDGE TN | 665 | $16.0M | $1.6M |
| 4 |
| JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN |
DALLAS TX |
| 988 |
| $19.2M |
| $765K |
| 5 | 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 | $647K |
| 6 | CURREY & COMPANY, INC. CURREY & COMPANY, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 110 | $16.2M | $643K |
| 7 | COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN | COLUMBUS OH | 787 | $12.5M | $364K |
| 8 | FRESNO BEVERAGE COMPANY, INC. VALLEY WIDE BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | FRESNO CA | 345 | $9.8M | $147K |
| 9 | MAPLES INDUSTRIES, INC. MAPLES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSBORO AL | 567 | $18.1M | $116K |
| 10 | DELLINGER MANAGEMENT SERVICES, LLC DELLINGER GROUP PROFIT SHARING PLAN | CARTERSVILLE GA | 49 | $28.8M | $97K |
