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 | AKERMAN LLP AKERMAN LLP 401(K) PROFIT SHARING PLAN | ORLANDO FL | 1,368 | $452.3M | $24.5M |
| 2 | HEALTH PRO MANAGEMENT SERVICES, LLC HEALTHPRO-HERITAGE 401(K) PLAN | HUNT VALLEY MD | 6,109 | $161.9M | $6.4M |
| 3 | EMERGEORTHO, P.A. EMERGEORTHO, P.A. RETIREMENT PLAN | DURHAM NC | 1,014 | $213.8M | $4.8M |
| 4 |
| VALI INCORPORATED VALI 401(K) PLAN |
HUNTSVILLE AL |
| 291 |
| $15.6M |
| $4.7M |
| 5 | HITACHI HIGH-TECH AMERICA, INC. HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN | SCHAUMBURG IL | 670 | $193.6M | $4.2M |
| 6 | RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 315 | $35.0M | $4.2M |
| 7 | HARRISON STREET REAL ESTATE CAPITAL, LLC HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN | CHICAGO IL | 232 | $49.8M | $3.0M |
| 8 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $2.8M |
| 9 | LOOKING UPWARDS, INC. LOOKING UPWARDS, INC. 401 (K) RETIREMENT PLAN | MIDDLETOWN RI | 561 | $9.1M | $2.7M |
| 10 | THE COMMUNITY PRESERVATION CORPORATION THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN | NEW YORK NY | 218 | $68.7M | $2.6M |
