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 | NORTHWESTERN COUNSELING AND SUPPORT SERVICES, INC. NORTHWESTERN COUNSELING AND SUPPORT SERVICES TAX DEFERRED ANNUITY | ST. ALBANS VT | 479 | $36.9M | $3.8M |
| 2 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN | NY NY | 377 | $110.5M | $2.4M |
| 3 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $2.2M |
| 4 |
| CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN |
JACKSONVILLE FL |
| 877 |
| $24.1M |
| $1.4M |
| 5 | RAINBOW GROCERY COOPERATIVE, INC. RAINBOW GROCERY COOPERATIVE, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 190 | $27.1M | $956K |
| 6 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $771K |
| 7 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $667K |
| 8 | NATURAL ALTERNATIVES INTERNATIONAL, INC. NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN | CARLSBAD CA | 224 | $21.4M | $644K |
| 9 | BIG BROTHERS BIG SISTERS OF AMERICA BIG BROTHERS BIG SISTERS OF AMERICA RETIREMENT PLAN | TAMPA FL | 113 | $5.8M | $471K |
| 10 | PETERS AUTO SALES, INC. PETER'S AUTO SALES PROFIT SHARING PLAN & TRUST | NASHUA NH | 117 | $11.5M | $117K |
