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 |
