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 | SANTA ROSA COMMUNITY HEALTH CENTERS SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN | SANTA ROSA CA | 321 | $34.2M | $585K |
| 2 | REV RENEWABLES OPS, LLC REV RENEWABLES OPS, LLC 401(K) PLAN | NEW YORK NY | 142 | $26.5M | $229K |
| 3 | MAINTENX INTERNATIONAL SERVICE MANAGEMENT GROUP, INC. MAINTENX 401(K) PLAN | TAMPA FL | 427 | $11.4M | $191K |
| 4 |
| MERIT BRASS CO. MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST |
CLEVELAND OH |
| 207 |
| $20.5M |
| $112K |
| 5 | FARMERS STATE BANK FARMERS STATE BANK 401(K) PROFIT SHARING PLAN | WATERLOO IA | 121 | $28.8M | $57K |
| 6 | ROERS MANAGEMENT, INC. ROERS 401(K) RETIREMENT PLAN | FARGO ND | 112 | $5.3M | $50K |
| 7 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $47K |