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 | KARAT, INC. KARAT 401(K) PLAN | SEATTLE WA | 89 | $11.4M | $893K |
| 2 | HERREN ASSOCIATES, INC. HERREN ASSOCIATES 401(K) PLAN | WASHINGTON DC | 147 | $22.2M | $525K |
| 3 | TOTAL MILITARY MANAGEMENT, INC. TOTAL MILITARY MANAGEMENT, INC. RETIREMENT PLAN AND TRUST | JACKSONVILLE FL | 276 | $12.9M | $393K |
| 4 |
| AXES PHYSICAL THERAPY AXES PT RETIREMENT PLAN |
CHESTERFIELD MO |
| 232 |
| $6.0M |
| $155K |
| 5 | STATE HOLDING COMPANY STATE HOLDING COMPANY 401(K) PLAN | LITTLE ROCK AR | 152 | $12.6M | $106K |
| 6 | MOUNTAIN CAPITAL PARTNERS, LLC MOUNTAIN CAPITAL PARTNERS 401K PLAN | DURANGO CO | 510 | $10.3M | $90K |
| 7 | CAL COAST MACHINERY, INC. CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN | SANTA MARIA CA | 116 | $13.0M | $77K |
| 8 | CAPITAL REALTY GROUP INC CAPITAL REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING VALLEY NY | 405 | $4.5M | $75K |
| 9 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $62K |
| 10 | LIBERTY DOCTORS, LLC LD & QHD 401(K) PLAN | NORTH CHARLESTON SC | 315 | $5.9M | $27K |
