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 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $6.1M |
| 2 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $4.8M |
| 3 | RUGGERI-JENSEN-AZAR RUGGERI-JENSEN-AZAR 401(K) RETIREMENT PLAN | PLEASANTON CA | 84 | $41.3M | $3.9M |
| 4 |
| REDISCOVER REDISCOVER RETIREMENT PLAN |
LEES SUMMIT MO |
| 830 |
| $27.6M |
| $3.9M |
| 5 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $3.8M |
| 6 | WEIRTON MEDICAL CENTER WEIRTON MEDICAL CENTER SUPPLEMENTAL RETIREMENT INCOME PLAN | WEIRTON WV | 1,341 | $60.6M | $3.7M |
| 7 | TITUS-WILL TITUS-WILL RETIREMENT SAVINGS PLAN | TACOMA WA | 512 | $37.1M | $3.3M |
| 8 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $3.0M |
| 9 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $2.8M |
| 10 | FACTORY AUTOMATION SYSTEMS, INC. FACTORY AUTOMATION SYSTEMS, INC. 401(K) RETIREMENT | ATLANTA GA | 81 | $29.9M | $2.4M |
