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 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $1.3M |
| 2 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $1.0M |
| 3 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN | COLUMBUS OH | 126 | $173.4M | $979K |
| 4 | ROBERT J. YOUNG COMPANY, INC. R. J. YOUNG PROFIT SHARING PLAN | NASHVILLE TN | 680 | $68.1M | $898K |
| 5 | HEARTLAND HOME SERVICES, INC. HEARTLAND HOME SERVICES, INC. 401(K) PLAN | GRAND RAPIDS MI | 2,082 | $79.8M | $727K |
| 6 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE 401(K) RETIREMENT PLAN | COLUMBUS OH | 284 | $48.8M | $269K |
| 7 | WINTER SPORTS, INC. WINTER SPORTS, INC. RETIREMENT PLAN & TRUST | WHITEFISH MT | 159 | $7.3M | $169K |
| 8 | IVENTURE SOLUTIONS, INC. IVENTURE SOLUTIONS, INC. 401K P/S PLAN | JACKSONVILLE FL | 177 | $11.7M | $165K |
| 9 | NC EMPLOYMENT GROUP, INC. NEAL COMMUNITIES 401(K) PLAN | SARASOTA FL | 344 | $37.0M | $149K |
| 10 | SMITH BROTHERS HOLDINGS, INC. SMITH BROTHERS FARMS 401K PROFIT SHARING PLAN | KENT WA | 238 | $12.7M | $16K |
