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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $5.9M |
| 2 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $3.2M |
| 3 | WORLD RESOURCES INSTITUTE WORLD RESOURCES INSTITUTE PENSION PLAN | WASHINGTON DC | 670 | $126.8M | $3.0M |
| 4 |
| CMG CIT ACQUISITION LLC COREMEDICAL GROUP 401(K) PLAN |
MANCHESTER NH |
| 868 |
| $29.4M |
| $656K |
| 5 | DEXIA HOLDINGS, INC. DEXIA HOLDINGS, INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 11 | $48.0M | $647K |
| 6 | MKA INTERNATIONAL, INC. MKA INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 298 | $97.6M | $582K |
| 7 | THE BOSWORTH COMPANY THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN | MIDLAND TX | 256 | $21.3M | $533K |
| 8 | DECORE-ATIVE SPECIALTIES, INC. DECORE-ATIVE SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN | MONROVIA CA | 649 | $62.7M | $521K |
| 9 | HILLEBRAND GORI USA, LLC. HILLEBRAND GORI USA, LLC. 401(K) PLAN | EDISON NJ | 214 | $13.1M | $508K |
| 10 | THE UNIVERSITY OF TEXAS/TEXAS A&M INVESTMENT MANAGEMENT COMPANY UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN | AUSTIN TX | 125 | $50.8M | $490K |
