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 OF LOCAL 298 HEALTH BENEFIT FUND 1 LOCAL 298 HEALTH BENEFIT FUND I | VALLEY STREAM NY | 2,172 | $23.3M | $6.9M |
| 2 | THOMAS, THOMAS & HAFER, LLP THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN | CAMP HILL PA | 147 | $46.3M | $4.2M |
| 3 | GREENLEAF TRUST GREENLEAF TRUST 401(K) PLAN | KALAMAZOO MI | 244 | $90.0M | $3.9M |
| 4 |
| QUALSTAR CREDIT UNION QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN |
BOTHELL WA |
| 79 |
| $34.9M |
| $3.0M |
| 5 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $2.8M |
| 6 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI CA | 287 | $63.1M | $1.8M |
| 7 | FRANK, RIMERMAN + CO. LLP FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN | SAN JOSE CA | 791 | $109.1M | $1.6M |
| 8 | UNITED EMPLOYEES HEALTH PLANS UNITED EMPLOYEES HEALTH PLANS | UNIONDALE NY | 766 | $5.1M | $1.4M |
| 9 | KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI FL | 398 | $71.8M | $1.2M |
| 10 | JEO, INC. JEO, INC. 401(K) PROFIT SHARING PLAN | WAHOO NE | 358 | $51.2M | $999K |
