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 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $5.8M |
| 2 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 534 | $46.8M | $4.1M |
| 3 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $2.6M |
| 4 |
| TOCQUEVILLE MANAGEMENT CORP. TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN |
NEW YORK NY |
| 71 |
| $50.0M |
| $1.9M |
| 5 | UWAJIMAYA, INC. UWAJIMAYA, INC. 401(K) RETIREMENT PLAN | SEATTLE WA | 563 | $36.4M | $1.9M |
| 6 | JACOBSON HOLDINGS, INC. JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | OLATHE KS | 631 | $15.1M | $1.1M |
| 7 | CARROLL COUNTY MEMORIAL HOSPITAL CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST | CARROLLTON MO | 238 | $19.1M | $929K |
| 8 | NORWICH ORTHOPEDIC GROUP, P.C. ORTHOPEDIC PARTNERS 401(K) PROFIT SHARING PLAN | NORTH FRANKLIN CT | 123 | $32.8M | $628K |
| 9 | BITWARDEN INC. BITWARDEN 401(K) PLAN | SANTA BARBARA CA | 152 | $7.2M | $578K |
| 10 | AIRROSTI REHAB CENTERS LLC. AIRROSTI REHAB CENTERS, LLC 401K PLAN | SAN ANTIONIO TX | 663 | $37.6M | $546K |
