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 | LAVIE HOLDCO LLC LAVIE HOLDCO 401(K) PLAN | MAITLAND FL | 4,288 | $37.5M | $568K |
| 2 | COMMUNITY INTERFACE SERVICES COMMUNITY INTERFACE SERVICES RETIREMENT PLAN | VISTA CA | 130 | $8.4M | $548K |
| 3 | MARKLEY MOTORS, INC. MARKLEY MOTORS, INC. PROFIT SHARING & TAX SHELTERED SAVINGS PLAN | FORT COLLINS CO | 115 | $10.8M | $520K |
| 4 |
| ICONIQ CAPITAL, LLC ICONIQ CAPITAL 401(K) PLAN |
SAN FRANCISCO CA |
| 447 |
| $85.6M |
| $468K |
| 5 | PIKE FUELS MANAGEMENT SERVICES L.P. PIKE FUELS 401(K) PLAN | MIDDLETOWN PA | 84 | $42.4M | $306K |
| 6 | PROSPECT HILL RADIOLOGY GROUP, P.C. PROSPECT HILL RADIOLOGY GROUP, P.C. PROFIT SHARING AND RETIREMENT PLAN | SYRACUSE NY | 179 | $86.3M | $263K |
| 7 | HUGHESLEAHYKARLOVIC, INC. HUGHESLEAHYKARLOVIC, INC. 401(K) PLAN | ST. LOUIS MO | 121 | $20.5M | $134K |
| 8 | COVE PROPERTY MANAGEMENT, LP COVE PROPERTY MANAGEMENT 401(K) PLAN | PHOENIX AZ | 406 | $5.2M | $129K |
| 9 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL MA | 140 | $51.5M | $123K |
| 10 | CTW HOME HEALTH, LLC CIRCLE OF CARE 401(K) PLAN | SAN ANTONIO TX | 656 | $4.7M | $93K |
