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 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $12.4M |
| 2 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $3.1M |
| 3 | THE PRINCE & IZANT COMPANY THE PRINCE & IZANT COMPANY PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 142 | $32.2M |
| $1.3M |
| 4 | PRIORITY AMBULANCE, LLC PRIORITY AMBULANCE, LLC 401(K) PLAN | SCOTTSDALE AZ | 4,427 | $26.1M | $477K |
| 5 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $338K |
| 6 | SCOTT CREDIT UNION SCOTT CREDIT UNION 401(K) PLAN | EDWARDSVILLE IL | 340 | $20.7M | $312K |
| 7 | CUBESMART, L.P. CUBESMART, L.P. 401(K) PLAN | MALVERN PA | 2,630 | $59.7M | $255K |
| 8 | COMMUNITY ACTION OPPORTUNITIES,INCORPORATED COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN | ASHEVILLE NC | 90 | $7.6M | $178K |
| 9 | CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN NC | 378 | $20.3M | $173K |
| 10 | WATERFORD BANK, N.A. WATERFORD BANK RETIREMENT SAVINGS PLAN | TOLEDO OH | 105 | $21.4M | $123K |
