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 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN | NEW YORK NY | 147 | $103.8M | $544K |
| 2 | ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. | ORLANDO FL | 89 | $40.5M | $307K |
| 3 | HUMAN RESOURCES, INC. HUMAN RESOURCES, INC. RETIREMENT SAVINGS PLAN | CROFTON MD | 1,102 |
| $99.4M |
| $278K |
| 4 | HELIX ENVIRONMENTAL PLANNING HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST | LA MESA CA | 248 | $18.9M | $237K |
| 5 | HUGHESLEAHYKARLOVIC, INC. HUGHESLEAHYKARLOVIC, INC. 401(K) PLAN | ST. LOUIS MO | 121 | $20.5M | $79K |
| 6 | HTC AMERICA, INC. HTC AMERICA, INC. 401(K) PLAN | BERKELEY CA | 98 | $32.6M | $70K |
| 7 | PHILLIPS FARMS, LLC PHILLIPS FARMS, LLC 401(K) PLAN | LODI CA | 171 | $14.5M | $66K |
| 8 | PRICE EDWARDS & COMPANY PRICE EDWARDS & COMPANY SAVINGS & RETIREMENT PLAN | OKLAHOMA CITY OK | 115 | $15.3M | $48K |
| 9 | TEXAS MEDICAL CAREERS LIMITED DB THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN | HOUSTON TX | 847 | $10.6M | $43K |
| 10 | THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA SC | 199 | $12.7M | $37K |
