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 | PENNSYLVANIA MEDICAL SOCIETY PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN | MECHANICSBURG PA | 86 | $17.8M | $6.0M |
| 2 | GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN | MENASHA WI | 1,292 | $25.2M | $2.1M |
| 3 | ENERVISE, INC. ENERVISE, INC. SAVINGS & INVESTMENT PLAN | BLUE ASH OH | 112 | $8.9M |
| $885K |
| 4 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $608K |
| 5 | WISCONSIN MASONIC HOME INC AND AFFILIATED EMPLOYERS WISCONSIN MASONIC HOME, INC. RETIREMENT SAVINGS PLAN | DOUSMAN WI | 327 | $9.3M | $422K |
| 6 | XSOLIS, INC. XSOLIS 401(K) RETIREMENT PLAN | FRANKLIN TN | 288 | $14.6M | $331K |
| 7 | FAMILY SERVICE LEAGUE, INC. 403(B) THRIFT PLAN OF FAMILY SERVICE LEAGUE, INC. | HUNTINGTON NY | 430 | $19.6M | $168K |
| 8 | TECHNIQUE, INC. TECHNIQUE, INC. RETIREMENT SAVINGS PLAN | JACKSON MI | 285 | $7.0M | $114K |
| 9 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,491 | $37.9M | $80K |
| 10 | BOLD PENGUIN, INC. BOLD PENGUIN 401(K) PLAN | DUBLIN OH | 207 | $18.7M | $29K |
