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 | BEVERAGE MARKETING USA, INCORPOR ARIZONA ICED TEA 401(K) PLAN | WOODBURY NY | 1,342 | $93.0M | $1.6M |
| 2 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN | EAST PROVIDENCE RI | 625 | $138.1M | $1.5M |
| 3 | THE UNION LEAGUE OF PHILADELPHIA THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT | PHILADELPHIA PA | 378 | $43.6M | $1.4M |
| 4 | LANE-VALENTE INDUSTRIES, INC. LANE-VALENTE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRU | SMITHTOWN NY | 355 | $31.5M | $440K |
| 5 | SARATOGA HARNESS RACING, INC. SARATOGA GAMING AND RACEWAY 401(K) PLAN | SARATOGA SPRINGS NY | 312 | $21.1M | $380K |
| 6 | SPRINKLES CUPCAKES, LLC SPRINKLES CUPCAKES, LLC 401(K) PLAN | AUSTIN TX | 191 | $5.7M | $319K |
| 7 | RP MANAGEMENT INC RP MANAGEMENT, INC. 401(K) PLAN | WYNNEWOOD PA | 230 | $8.2M | $265K |
| 8 | KMM TELECOMMUNICATIONS KMM RETIREMENT PLAN | LEWISVILLE TX | 134 | $8.7M | $246K |
| 9 | SEIU HEALTHCARE 1199NW SEIU HEALTHCARE 1199NW 401(K) PLAN | KENT WA | 122 | $14.0M | $231K |
| 10 | ROBERT BUSSE & CO., INC. ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN | HAUPPAUGE NY | 227 | $6.7M | $220K |
