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 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $1.9M |
| 2 | TORTOISE PARENT HOLDCO, LLC TORTOISE 401(K) PLAN | OVERLAND PARK KS | 38 | $20.0M | $512K |
| 3 | ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C. ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN | BETHLEHEM PA | 253 | $104.1M | $433K |
| 4 |
| WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON INC WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON, INC. EMPLOYEE SAVINGS PLAN |
HOUSTON TX |
| 520 |
| $67.1M |
| $246K |
| 5 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $145K |
| 6 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $12K |
| 7 | SIGNAL HILL PETROLEUM, INC. SIGNAL HILL PETROLEUM, INC. 401(K) EMPLOYEE SAVINGS PLAN | SIGNAL HILL CA | 112 | $27.6M | $7K |
