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 | LSA ASSOCIATES, INC. LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST | IRVINE CA | 171 | $77.7M | $3.3M |
| 2 | WEATHERFORD ARTIFICIAL LIFT SYSTEMS, LLC TRICO INDUSTRIES, INC. RETIREMENT PLAN | HOUSTON TX | 5 | $4.9M | $1.8M |
| 3 | MID-ATLANTIC EMERGENCY MEDICAL ASSOCIATES, PLLC MID-ATLANTIC EMERGENCY MEDICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 136 |
| $91.0M |
| $1.4M |
| 4 | CASTLE BIOSCIENCES, INC. CASTLE BIOSCIENCES, INC. 401(K) PROFIT SHARING PLAN | FRIENDSWOOD TX | 757 | $52.9M | $801K |
| 5 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $471K |
| 6 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $446K |
| 7 | FIRELANDS FEDERAL CREDIT UNION FIRELANDS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | BELLEVUE OH | 104 | $10.8M | $434K |
| 8 | AMERICANTCS FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 1,185 | $58.6M | $311K |
| 9 | BOARD OF TRUSTEES, UFCW - HAWAII FOOD EMPLOYERS HEALTH UFCW - HAWAII FOOD EMPLOYERS RETIREE HEALTH AND WELFARE PLAN | COVINA CA | 199 | $3.6M | $89K |
| 10 | SERTIFI SERTIFI PLAN | CHICAGO IL | 127 | $9.2M | $79K |
