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 | BOARD OF TRUSTEES, REGIONAL DISTRICT COUNCIL RETIREMENT PLAN REGIONAL DISTRICT COUNCIL RETIREMENT PLAN | PORTLAND OR | 2,031 | $53.6M | $12.2M |
| 2 | MISSOURI FARM BUREAU FEDERATION MISSOURI FARM BUREAU RETIREMENT PLAN TRUST | JEFFERSON CITY MO | 366 | $81.8M | $4.8M |
| 3 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $3.2M |
| 4 | COLUMBIA MEMORIAL HOSPITAL EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL | HUDSON NY | 11 | $13.8M | $2.5M |
| 5 | NOUVEAU ELEVATOR INDUSTRIES, LLC NOUVEAU ELEVATOR INDUSTRIES 401(K) PROFIT SHARING PLAN | LONG ISLAND CITY NY | 161 | $17.1M | $1.7M |
| 6 | USLIVE OPCO INC USLIVE OPCO INC 401(K) PLAN | HOUSTON TX | 173 | $8.6M | $1.2M |
| 7 | CAROFFER, LLC CAROFFER 401(K) PLAN | ADDISON TX | 164 | $5.0M | $776K |
| 8 | THE CITIZENS BANK CITIZENS BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | FARMINGTON NM | 84 | $24.0M | $431K |
| 9 | OPTRONICS INTERNATIONAL, LLC OPTRONICS INTERNATIONAL, LLC EMPLOYEES SAVINGS TRUST | TULSA OK | 153 | $7.2M | $241K |
| 10 | SURFACE MOUNT TECHNOLOGY CORPORATION SURFACE MOUNT TECHNOLOGY CORPORATION 401K PLAN AND TRUST | APPLETON WI | 165 | $6.0M | $91K |
