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 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN | WARRENVILLE IL | 5,714 | $437.5M | $6.3M |
| 2 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $2.7M |
| 3 | CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN | HADDON HEIGHTS NJ | 192 | $63.1M | $1.7M |
| 4 | FJ MANAGEMENT INC. FJ MANAGEMENT INC. 401(K) PLAN | SALT LAKE CITY UT | 12,091 | $278.6M | $1.7M |
| 5 | CHS EMPLOYEE GROUP, LLC CHS EMPLOYEE GROUP, LLC 401(K) RETIREMENT PLAN | BRENTWOOD TN | 1,801 | $100.4M | $1.4M |
| 6 | FRANKLIN MANAGEMENT, INC. DON FRANKLIN AUTO 401(K) PLAN | SOMERSET KY | 788 | $18.7M | $1.2M |
| 7 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $797K |
| 8 | CHARTER OAK FEDERAL CREDIT UNION CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN | WATERFORD CT | 154 | $34.3M | $635K |
| 9 | NONIN MEDICAL, INC. NONIN MEDICAL 401(K) PLAN | PLYMOUTH MN | 140 | $26.2M | $588K |
| 10 | SOLAR ATMOSPHERES INC. SOLAR ATMOSPHERES INC. 401K PROFIT SHARING PLAN | SOUDERTON PA | 365 | $46.5M | $492K |
