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 | OPHTHALMIC CONSULTANTS OF BOSTON, INC. OPHTHALMIC CONSULTANTS OF BOSTON, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 541 | $116.6M | $2.0M |
| 2 | KARR TUTTLE CAMPBELL, P.S. KARR TUTTLE CAMPBELL RETIREMENT SAVINGS PLAN AND TRUST | SEATTLE WA | 97 | $61.7M | $1.2M |
| 3 | FIRST BRECKINRIDGE BANCSHARES, INC. FIRST BRECKINRIDGE BANCSHARES, INC. RETIREMENT PLAN | IRVINGTON KY | 379 | $29.5M |
| $950K |
| 4 | DUGAN PRODUCTION CORPORATION DUGAN PRODUCTION CORP. 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON NM | 160 | $16.6M | $815K |
| 5 | ARES HOLDINGS, LLC NEXTECH 401(K) PLAN | MELBOURNE FL | 2,801 | $56.5M | $759K |
| 6 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $622K |
| 7 | FRANKCRUM 11, INC. FRANKCRUM RETIREMENT SAVINGS PLAN | CLEARWATER FL | 8,562 | $205.6M | $578K |
| 8 | HALE TRAILER BRAKE & WHEEL, INC. HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN | VOORHEES NJ | 489 | $36.3M | $404K |
| 9 | TACOMA SCREW PRODUCTS, INC. THE 401(K) PROFIT SHARING PLAN OF TACOMA SCREW PRODUCTS, INC. | TACOMA WA | 369 | $18.8M | $359K |
| 10 | ROHRICH AUTOMOTIVE GROUP ROHRICH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 409 | $17.3M | $332K |
