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 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $10.5M |
| 2 | CONTROL AIR ENTERPRISES LLC CONTROL AIR & AFFILIATES 401(K) PLAN | ANAHEIM CA | 292 | $32.1M | $1.7M |
| 3 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $1.5M |
| 4 |
| WHITCORP FINANCIAL COMPANY WHITCORP RETIREMENT PLAN |
GARDEN CITY KS |
| 177 |
| $17.9M |
| $813K |
| 5 | DYNAMIC DIES, INC. THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUST | HOLLAND OH | 150 | $18.3M | $751K |
| 6 | PALMETTO PRIMARY CARE PHYSICIANS, LLC PALMETTO PRIMARY CARE PHYSICIANS, LLC 401(K) | NORTH CHARLESTON SC | 563 | $58.3M | $316K |
| 7 | CELARTEM, INC. DBA EXTENSIS CELARTEM, INC. DBA EXTENSIS 401(K) PLAN | TIGARD OR | 66 | $19.0M | $185K |
| 8 | FULL CIRCLE HEALTH, INC. FULL CIRCLE HEALTH, INC. 403(B) | BOISE ID | 517 | $32.9M | $170K |
| 9 | CLAIM ASSIST SOLUTIONS, LLC CLAIM ASSIST SOLUTIONS, LLC 401(K) PLAN | BOERNE TX | 1,403 | $8.6M | $150K |
| 10 | MISSION DESIGN & AUTOMATION, LLC MISSION DESIGN & AUTOMATION, LLC 401(K) PLAN | HOLLAND MI | 145 | $8.0M | $130K |
