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 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $4.5M |
| 2 | NATURAL ALTERNATIVES INTERNATIONAL, INC. NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN | CARLSBAD CA | 224 | $21.4M | $1.9M |
| 3 | NORTHWESTERN COUNSELING AND SUPPORT SERVICES, INC. NORTHWESTERN COUNSELING AND SUPPORT SERVICES TAX DEFERRED ANNUITY | ST. ALBANS VT | 479 | $36.9M | $1.5M |
| 4 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $1.1M |
| 5 | CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN | JACKSONVILLE FL | 877 | $24.1M | $779K |
| 6 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $585K |
| 7 | CREATIVE LABS, INC. CREATIVE HOLDINGS 401(K) PLAN | MILPITAS CA | 6 | $26.1M | $356K |
| 8 | RAINBOW GROCERY COOPERATIVE, INC. RAINBOW GROCERY COOPERATIVE, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 190 | $27.1M | $208K |
| 9 | CONTROL POINT ASSOCIATES, INC. CONTROL POINT ASSOCIATES, INC. 401(K) PLAN | WARREN NJ | 193 | $17.8M | $190K |
| 10 | BIG BROTHERS BIG SISTERS OF AMERICA BIG BROTHERS BIG SISTERS OF AMERICA RETIREMENT PLAN | TAMPA FL | 113 | $5.8M | $27K |
