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 | CALVERT SYSTEMS ENGINEERING, INC. CALVERT SYSTEMS ENGINEERING, INC 401(K) PLAN | BELLEVUE NE | 130 | $19.5M | $156K |
| 2 | REGIONAL ORTHOPAEDIC ASSOCIATES, P.A. REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP | WILMINGTON DE | 156 | $38.9M | $134K |
| 3 | TURN 5, INC. TURN 5, INC 401(K) PLAN | PAOLI PA | 482 | $21.0M | $97K |
| 4 |
| WHITCORP FINANCIAL COMPANY WHITCORP RETIREMENT PLAN |
GARDEN CITY KS |
| 177 |
| $17.9M |
| $71K |
| 5 | NEW YORK PSYCHOTHERAPY AND COUNSELING CENTER NEW YORK PSYCHOTHERAPY AND COUNSELING CENTER 403(B) RETIREMENT PLAN | JAMAICA NY | 641 | $14.7M | $16K |