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 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $917K |
| 2 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $704K |
| 3 | BOLTON VETERINARY HOSPITAL, P.C. BOLTON VETERINARY HOSPITAL, P.C. 401(K) PROFIT SHARING PLAN | BOLTON CT | 93 | $12.0M | $587K |
| 4 | TRIDENT TRUST COMPANY (SOUTH DAKOTA) INC. TRIDENT FUND SERVICES, INC.401(K) PLAN | SIOUX FALLS SD | 112 | $6.9M | $235K |
| 5 | TOMS SHOES, LLC TOMS 401(K) PLAN | CULVER CITY CA | 130 | $21.5M | $181K |
| 6 | NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST | INDIANAPOLIS IN | 2,027 | $3.1M | $158K |
| 7 | MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MERCED CA | 100 | $14.3M | $67K |
| 8 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $7K |
