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 | SUMMA REHAB HOSPITAL SUMMA REHAB HOSPITAL RETIREMENT PLAN | AKRON OH | 242 | $5.6M | $220K |
| 2 | FAMILY ENDEAVORS, INC. DBA ENDEAVORS FAMILY ENDEAVORS 401(K) PLAN | SAN ANTONIO TX | 2,769 | $18.1M | $214K |
| 3 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $199K |
| 4 |
| WAKEFIELD AND ASSOCIATES, INC. WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN |
KNOXVILLE TN |
| 467 |
| $14.1M |
| $151K |
| 5 | OUTREACH INC OUTREACH, INC. 401(K) RETIREMENT PLAN | COLORADO SPRINGS CO | 106 | $5.5M | $43K |
| 6 | BY YOUR SIDE, LLC BY YOUR SIDE, LLC 401(K) PLAN | SCHAUMBURG IL | 392 | $1.6M | $16K |
| 7 | KM PRINTING LLC KM PRINTING LLC 401(K) PLAN | OWINGS MILLS MD | 125 | $4.2M | $13K |
| 8 | HOPE HEALTH SYSTEMS INC. HOPE HEALTH SYSTEMS INC. 401K PLAN | WOODLAWN MD | 122 | $1.4M | $13K |
