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 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $5.5M |
| 2 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON CA | 623 | $135.7M | $3.9M |
| 3 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $3.4M |
| 4 |
| ROMAN HEALTH VENTURES, INC. ROMAN 401(K) PLAN |
NEW YORK NY |
| 489 |
| $39.9M |
| $2.9M |
| 5 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $2.5M |
| 6 | COASTAL CAROLINA HEALTH CARE, P.A. COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN | NEW BERN NC | 532 | $71.8M | $2.2M |
| 7 | E.E. NEWCOMER ENTERPRISES, INC. E.E. NEWCOMER ENTERPRISES, INC. 401(K) RETIREMENT PLAN & TRUST | OLATHE KS | 3,441 | $174.0M | $2.1M |
| 8 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $1.8M |
| 9 | WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON OK | 706 | $52.4M | $1.5M |
| 10 | MID-ATLANTIC NEPHROLOGY ASSOCIATES MID-ATLANTIC NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING PLAN | BALTIMORE MD | 123 | $76.4M | $1.5M |
