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 | VIVENT HEALTH VIVENT HEALTH 401K PLAN | MILWAUKEE WI | 544 | $34.8M | $5.9M |
| 2 | ST. ONGE COMPANY ST. ONGE COMPANY RETIREMENT SAVINGS PLAN | YORK PA | 165 | $34.6M | $5.6M |
| 3 | OHIO VALLEY BANC CORP. OHIO VALLEY BANC CORP PROFIT SHARING RETIREMENT PLAN | GALLIPOLIS OH | 234 | $30.1M | $5.4M |
| 4 |
| TRI CITY BANKSHARES CORPORATION TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN |
OAK CREEK WI |
| 345 |
| $35.4M |
| $4.5M |
| 5 | TRI CITY BANKSHARES CORPORATION TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN | OAK CREEK WI | 345 | $35.4M | $4.5M |
| 6 | 66DEGREES, LLC 66DEGREES, LLC 401(K) PLAN | CHICAGO IL | 337 | $18.2M | $3.7M |
| 7 | SHOCK DOCTOR, INC. SHOCK DOCTOR, INC. 401(K) RETIREMENT PLAN | FOUNTAIN VALLEY CA | 166 | $13.0M | $2.6M |
| 8 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RTRMT COMMUNITIES, INC. INGLESIDE 401(K) PLAN | ROCKVILLE MD | 812 | $19.6M | $1.5M |
| 9 | ADELPHOI USA, INC. ADELPHOI USA, INC. TAX DEFERRED ANNUITY PLAN | LATROBE PA | 737 | $30.0M | $1.1M |
| 10 | UNLIMITED SERVICES OF WISCONSIN, LLC UNLIMITED SERVICES, INC. RETIREMENT SAVINGS PLAN | OCONTO WI | 154 | $5.6M | $981K |
