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 | RESOURCE MANAGEMENT, INC. RESOURCE MANAGEMENT, INC. 401(K) PLAN | SALT LAKE CITY UT | 8,608 | $297.6M | $1.2M |
| 2 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $1.1M |
| 3 | R.G. JOHNSON COMPANY, INC. R.G. JOHNSON COMPANY, INC. RETIREMENT PLAN | WASHINGTON PA | 94 | $19.5M | $711K |
| 4 |
| PALMETTO PRIMARY CARE PHYSICIANS, LLC PALMETTO PRIMARY CARE PHYSICIANS, LLC 401(K) |
NORTH CHARLESTON SC |
| 563 |
| $58.3M |
| $489K |
| 5 | UNITED STATES BOWLING CONGRESS INTERNATIONAL BOWLING CAMPUS 401(K) RETIREMENT PLAN | ARLINGTON TX | 136 | $18.9M | $416K |
| 6 | BTI360, LLC BTI360 401(K) PLAN | HERNDON VA | 144 | $36.6M | $317K |
| 7 | EAGLE SEVEN EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST | CHICAGO IL | 119 | $30.6M | $294K |
| 8 | CONNEXIN SOFTWARE, INC. CONNEXIN SOFTWARE, INC. 401(K) PLAN | FORT WASHINGTON PA | 174 | $17.4M | $252K |
| 9 | OPEN DENTAL SOFTWARE, INC. OPEN DENTAL SOFTWARE 401(K) PLAN | SALEM OR | 424 | $10.3M | $246K |
| 10 | INVESTORTOOLS, INC. INVESTORTOOLS, INC. 401(K) RETIREMENT PLAN | COLORADO SPRINGS CO | 136 | $22.0M | $233K |
