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 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $5.0M |
| 2 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $4.3M |
| 3 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $3.2M |
| 4 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $2.1M |
| 5 | HR BENEFITS INC 401(K) TECH COLLECTIVE PLAN | ISSAQUAH WA | 2,360 | $88.8M | $1.1M |
| 6 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $979K |
| 7 | COASTAL COMMUNITY BANK COASTAL COMMUNITY BANK 401(K) PLAN | EVERETT WA | 486 | $45.4M | $910K |
| 8 | WESTERN WASHINGTON MEDICAL GROUP, INC., P.S. WESTERN WASHINGTON MEDICAL GROUP 401(K) RETIREMENT PLAN AND TRUST | EVERETT WA | 349 | $106.0M | $815K |
| 9 | PRIMARY RESIDENTIAL MORTGAGE, INC. PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,066 | $81.7M | $789K |
| 10 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $761K |
