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 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $1.9M |
| 2 | STEINBERG HART STEINBERG HART 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 103 | $35.5M | $978K |
| 3 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $875K |
| 4 |
| THE CONNECTICUT WATER COMPANY SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY |
CLINTON CT |
| 319 |
| $61.9M |
| $864K |
| 5 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $583K |
| 6 | EDUCATION AFFILIATES, INC. EDUCATION AFFILIATES, INC. 401(K) PLAN | BALTIMORE MD | 1,552 | $46.7M | $348K |
