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 | THE GUILD FOR EXCEPTIONAL CHILDREN THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN | BROOKLYN NY | 210 | $20.4M | $555K |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN | SAN DIEGO CA | 93 | $9.4M | $457K |
| 3 | GOULSTON TECHNOLOGIES, INC. GOULSTON TECHNOLOGIES, INC 401(K) & DEFINED CTBN RETIREMENT SVGS PLAN | MONROE NC | 115 | $31.0M | $437K |
| 4 | CONSOLIDATED WATERPROOFING CONTRACTORS, INC. CONSOLIDATED WATERPROOFING CONTRACTORS, INC. 401(K) CONTRIBUTION PROFIT SHARING | BELTSVILLE MD | 244 | $21.4M | $382K |
| 5 | MERCATALYST, INC. THE MERCATALYST 401K PLAN | CARROLLTON TX | 113 | $6.2M | $320K |
| 6 | URBAN STRATEGIES, LLC URBAN STRATEGIES LLC 401(K) PLAN | ARLINGTON VA | 623 | $4.0M | $310K |
| 7 | COFENSE INC. COFENSE INC. 401(K) PLAN | ASHBURN VA | 177 | $27.6M | $277K |
| 8 | AUCTANE INC AUCTANE INC. 401(K) PLAN | AUSTIN TX | 816 | $137.2M | $209K |
| 9 | MUSIC CHOICE MUSIC CHOICE 401(K) SAVINGS PLAN | HORSHAM PA | 54 | $59.1M | $176K |
| 10 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN | RAYMONDVILLE TX | 197 | $13.8M | $102K |
