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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $4.2M |
| 2 | UNITED OHIO INSURANCE COMPANY UNITED OHIO INSURANCE COMPANY 401(K) SAVINGS PLAN | BUCYRUS OH | 273 | $44.5M | $3.8M |
| 3 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN | MOBILE AL | 175 | $18.7M | $3.5M |
| 4 | LOGICALIS, INC. LOGICALIS, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 650 | $125.3M | $2.2M |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $1.4M |
| 6 | BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 HEALTH AND I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND | LOS ANGELES CA | 463 | $22.5M | $1.1M |
| 7 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $520K |
| 8 | VPI ACQUISITION CORP. D/B/A VIKING PLASTICS VIKING PLASTICS 401(K) PLAN & TRUST | CORRY PA | 156 | $13.0M | $445K |
| 9 | NEW ORLEANS & COMPANY NEW ORLEANS & COMPANY 401(K) PLAN | NEW ORLEANS LA | 103 | $14.1M | $227K |
| 10 | HANWHA Q CELLS AMERICA HANWHA Q CELLS AMERICA 401(K) PLAN | IRVINE CA | 279 | $11.9M | $142K |
