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 | CNC SOFTWARE, INC. CNC SOFTWARE, INC. PROFIT SHARING PLAN | TOLLAND CT | 231 | $62.2M | $13.3M |
| 2 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE TN | 925 | $30.1M | $3.2M |
| 3 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $3.1M |
| 4 |
| WESTERN RESERVE CARE SOLUTIONS WESTERN RESERVE CARE SOLUTIONS RETIREMENT PLAN |
CLEVELAND OH |
| 972 |
| $47.0M |
| $2.5M |
| 5 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $2.2M |
| 6 | NEW YORK FILM ACADEMY, LTD. NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING | NEW YORK NY | 1,084 | $15.8M | $2.1M |
| 7 | BILLUPS, LLC BILLUPS 401(K) PLAN | NEW YORK NY | 132 | $11.1M | $1.8M |
| 8 | PACIFIC PLUMBING SUPPLY COMPANY LLC PACIFIC PLUMBING SUPPLY 401(K) PROFIT SHARING PLAN | SEATTLE WA | 231 | $15.0M | $1.4M |
| 9 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $1.2M |
| 10 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $1.1M |
