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 |
