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 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $3.0M |
| 2 | CNC SOFTWARE, INC. CNC SOFTWARE, INC. PROFIT SHARING PLAN | TOLLAND CT | 231 | $62.2M | $893K |
| 3 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $334K |
| 4 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE TN | 925 | $30.1M | $325K |
| 5 | NEW YORK FILM ACADEMY, LTD. NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING | NEW YORK NY | 1,084 | $15.8M | $85K |
