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 | $5.0M |
| 2 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN | NY NY | 377 | $110.5M | $3.7M |
| 3 | CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN | JACKSONVILLE FL | 877 | $24.1M | $781K |
| 4 |
CARLSBAD CA |
| 224 |
| $21.4M |
| $587K |
| 5 | NORTHWESTERN COUNSELING AND SUPPORT SERVICES, INC. NORTHWESTERN COUNSELING AND SUPPORT SERVICES TAX DEFERRED ANNUITY | ST. ALBANS VT | 479 | $36.9M | $528K |
| 6 | PETERS AUTO SALES, INC. PETER'S AUTO SALES PROFIT SHARING PLAN & TRUST | NASHUA NH | 117 | $11.5M | $201K |
| 7 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $176K |
| 8 | CONTROL POINT ASSOCIATES, INC. CONTROL POINT ASSOCIATES, INC. 401(K) PLAN | WARREN NJ | 193 | $17.8M | $115K |
