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 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $1.8M |
| 2 | JERGENS, INC. JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST | CLEVELAND OH | 252 | $26.2M | $1.1M |
| 3 | OPTIVER SERVICES US LLC OPTIVER 401(K) PLAN | CHICAGO IL | 540 | $153.6M | $814K |
| 4 |
| HEARTLAND SECURITY INSURANCE GROUP, INC. HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST |
TYLER TX |
| 250 |
| $21.0M |
| $583K |
| 5 | NC EMPLOYMENT GROUP, INC. NEAL COMMUNITIES 401(K) PLAN | SARASOTA FL | 344 | $37.0M | $368K |
| 6 | BOUSQUET HOLSTEIN PLLC BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SYRACUSE NY | 125 | $28.4M | $342K |
| 7 | IT SOFT USA INC. IT SOFT USA, INC. 401(K) PLAN | CHICAGO IL | 165 | $18.6M | $233K |
| 8 | IMS COMPANIES, LLC IMS COMPANIES, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 526 | $26.3M | $184K |
| 9 | PUBLIC PARTNERSHIPS LLC PUBLIC PARTNERSHIPS LLC 401(K) PLAN | BOSTON MA | 1,062 | $38.7M | $149K |
| 10 | WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL, INC. WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC. RETIREMENT PLAN | INDEPENDENCE WI | 169 | $11.4M | $121K |
