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 | FREDERICK HEALTH, INC. FREDERICK HEALTH 403(B) PLAN | FREDERICK MD | 3,476 | $320.9M | $1.4M |
| 2 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $650K |
| 3 | JAPAN TOBACCO INTERNATIONAL USA INC JAPAN TOBACCO INTERNATIONAL U.S.A., INC. 401(K) SAVINGS PLAN | RALEIGH NC | 449 | $37.9M | $503K |
| 4 |
| AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN |
CHICAGO IL |
| 471 |
| $74.0M |
| $387K |
| 5 | PIMA MEDICAL INSTITUTE PIMA MEDICAL INSTITUTE 401(K) PLAN | TUCSON AZ | 1,153 | $57.8M | $338K |
| 6 | PLANNED PARENTHOOD LOS ANGELES PLANNED PARENTHOOD - LOS ANGELES 403(B) PLAN | LOS ANGELES CA | 722 | $35.0M | $290K |
| 7 | HARRISON LLP HARRISON LLP 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 183 | $41.7M | $245K |
| 8 | STREAM REALTY PARTNERS STREAM REALTY PARTNERS 401(K) SAVINGS PLAN | DALLAS TX | 1,471 | $97.1M | $231K |
| 9 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $226K |
| 10 | TRESCAL, INC. TRESCAL, INC. EMPLOYEE 401(K) PLAN | HARTLAND MI | 492 | $45.0M | $219K |
