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 | CASCADE ENERGY, LLC CASCADE ENERGY 401(K) PLAN & TRUST | PORTLAND OR | 220 | $43.3M | $6.8M |
| 2 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN | CAMPBELL CA | 414 | $23.3M | $6.1M |
| 3 | HILLMANN CONSULTING, LLC HILLMANN CONSULTING 401(K) PLAN | UNION NJ | 237 | $23.9M | $5.4M |
| 4 |
| MAWD PATHOLOGY GROUP, P.A. MAWD PATHOLOGY GROUP, P.A. EMPLOYEES P/S PLAN |
LENEXA KS |
| 337 |
| $38.1M |
| $4.8M |
| 5 | TEN GUN DESIGN TEN GUN DESIGN 401(K) PLAN | EDMONDS WA | 99 | $14.2M | $4.7M |