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 | $6.8M |
| 2 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN | COLUMBUS OH | 126 | $173.4M | $5.3M |
| 3 | DIGITAL MANAGEMENT, LLC DIGITAL MANAGEMENT, LLC 401(K) PLAN | BETHESDA MD | 1,554 | $196.5M |
| $4.7M |
| 4 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $2.4M |
| 5 | TRIUMPH FINANCIAL, INC. TRIUMPH FINANCIAL, INC. 401(K) PLAN | DALLAS TX | 1,562 | $101.0M | $2.1M |
| 6 | SUNOPTA FOODS INC. SUNOPTA FOODS INC. 401(K) PLAN | EDEN PRAIRIE MN | 1,172 | $98.7M | $2.1M |
| 7 | GROCERY HAULERS, INC. GROCERY HAULERS, INC. 401(K) PLAN | ISELIN NJ | 265 | $28.8M | $2.1M |
| 8 | NEW PRIME, INC. PRIME, INC. SUCCESS SHARING PLAN | SPRINGFIELD MO | 3,044 | $212.1M | $1.8M |
| 9 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $1.5M |
| 10 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE 401(K) RETIREMENT PLAN | COLUMBUS OH | 284 | $48.8M | $1.5M |
