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 | CREWS & ASSOCIATES, INC. CREWS & ASSOCIATES INC. 401(K) PLAN | LITTLE ROCK AR | 183 | $47.8M | $2.6M |
| 2 | REGIONAL ORTHOPAEDIC ASSOCIATES, P.A. REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP | WILMINGTON DE | 156 | $38.9M | $945K |
| 3 | UNIVERSITY OF ARIZONA FOUNDATION THE UNIVERSITY OF ARIZONA FOUNDATION 401(K) PLAN | TUCSON AZ | 153 | $11.3M | $760K |
| 4 | ZUMBA FITNESS, LLC ZUMBA FITNESS LLC. 401(K) PLAN | HALLANDALE FL | 152 | $23.7M | $638K |
| 5 | DESMARAIS LLP DESMARAIS LLP 401(K) PLAN | NEW YORK NY | 143 | $38.6M | $613K |
