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 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $2.2M |
| 2 | KNIGHTS OF COLUMBUS THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS | NEW HAVEN CT | 852 | $42.7M | $484K |
| 3 | EXCELLIGENCE LEARNING CORPORATION EXCELLIGENCE LEARNING CORPORATION 401(K) PLAN | MONTEREY CA | 1,099 | $40.4M |
| $286K |
| 4 | DAVE WHITE CHEVROLET, INC. DAVE WHITE CHEVROLET SAVINGS AND RETIREMENT PLAN | SYLVANIA OH | 115 | $15.0M | $190K |
| 5 | XMT SERVICES, INC. XCEL HR 401(K) PLAN | ROCKVILLE MD | 1,551 | $92.8M | $71K |
| 6 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,491 | $37.9M | $32K |
| 7 | WESTMINSTER VILLAGE MUNCIE INC. WESTMINSTER VILLAGE MUNCIE INC 403B RETIREMENT PLAN | MUNCIE IN | 222 | $4.7M | $10K |
| 8 | NESTEGGS RETIREMENT PLAN SERVICES, INC. COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK | JACKSONVILLE FL | 612 | $29.8M | $10K |
| 9 | NESTEGGS RETIREMENT PLAN SERVICES, INC. SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN | JACKSONVILLE FL | 407 | $19.6M | $9K |
| 10 | MAKOR MANAGEMENT LLC MAKOR MANAGEMENT LLC 401(K) PLAN | NEEDHAM MA | 79 | $2.9M | $4K |
