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 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $1.1M |
| 2 | SUMMIT CONTRACTING GROUP, INC. SUMMIT CONTRACTING GROUP, INC. 401(K) PLAN | JACKSONVILLE FL | 359 | $17.8M | $296K |
| 3 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $53K |
| 4 |
| EDUCATION ADVANCED, INC. EDUCATION ADVANCED 401(K) PLAN |
TYLER TX |
| 47 |
| $3.3M |
| $35K |
| 5 | TREACE MEDICAL CONCEPTS INC TREACE MEDICAL CONCEPTS 401(K) RETIREMENT SAVINGS PLAN | PONTE VEDRA FL | 479 | $25.1M | $26K |
| 6 | STODGE INC STODGE INC 401(K) PLAN | SCOTTSDALE AZ | 239 | $8.1M | $17K |
| 7 | THEMATHCOMPANY THEMATHCOMPANY 401(K) PLAN | CHICAGO IL | 115 | $5.3M | $10K |
| 8 | MILL INDUSTRIES INC. MILL INDUSTRIES 401(K) PLAN | SAN BRUNO CA | 119 | $6.4M | $8K |
| 9 | QUALIO QUALIO 401(K) PLAN | SAN FRANCISCO CA | 43 | $4.4M | $7K |
| 10 | PAYJOY INC PAYJOY 401(K) PLAN | SAN FRANCISCO CA | 74 | $7.4M | $7K |
