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 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $714K |
| 2 | ARBOR ACRES UNITED METHODIST ARBOR ACRES 403B PLAN | WINSTON SALEM NC | 195 | $13.5M | $445K |
| 3 | AURORA CARES, LLC DBA TARA CARES AURORA SALARY DEFERRED SAVINGS PLAN | ORCHARD PARK NY | 5,655 | $21.4M | $420K |
| 4 |
| CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE |
ALBANY NY |
| 1,887 |
| $106.3M |
| $292K |
| 5 | CHAMBLISS, BAHNER, & STOPHEL, P.C CHAMBLISS, BAHNER, & STOPHEL, P. C. RETIREMENT | CHATTANOOGA TN | 146 | $49.3M | $208K |
