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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $8.5M |
| 2 | VITOL INC. VITOL INC. 401(K) PLAN | HOUSTON TX | 443 | $165.4M | $1.0M |
| 3 | AMALGAMATED BANK OF CHICAGO AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN | CHICAGO IL | 130 | $26.5M | $716K |
| 4 |
| HOUSTON METRO UROLOGY, P.A. HOUSTON METRO UROLOGY, P.A. 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 130 |
| $40.8M |
| $424K |
| 5 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN | MOBILE AL | 175 | $18.7M | $348K |
| 6 | NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND 401K PLAN | SMITHFIELD RI | 672 | $63.8M | $299K |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $294K |
| 8 | THE RUSSIAN SCHOOL OF MATHEMATICS THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN | NEWTON MA | 749 | $30.8M | $215K |
| 9 | AMERICAN BUSINESS BANK AMERICAN BUSINESS BANK 401(K) PLAN | LOS ANGELES CA | 285 | $42.8M | $195K |
| 10 | BRANCH METRICS, INC. BRANCH METRICS RETIREMENT TRUST | MOUNTAIN VIEW CA | 197 | $26.6M | $179K |
