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 | NETSMART TECHNOLOGIES, INC. NETSMART TECHNOLOGIES, INC. 401(K) PLAN | OVERLAND PARK KS | 2,683 | $283.5M | $5.2M |
| 2 | WELTMAN, WEINBERG & REIS CO., L.P.A WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST | INDEPENDENCE OH | 636 | $58.5M | $1.5M |
| 3 | REMITLY, INC. REMITLY, INC. 401(K) PLAN | SEATTLE WA | 792 | $57.1M | $1.4M |
| 4 |
| BADGER MUTUAL INSURANCE COMPANY BADGER MUTUAL INSURANCE COMPANY 401(K) PLAN |
MILWAUKEE WI |
| 87 |
| $21.1M |
| $776K |
| 5 | GARBERVILLE GAS CORPORATION BLUE STAR GAS ASSOCIATES 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 163 | $10.6M | $636K |
| 6 | SANTIAM MEMORIAL HOSPITAL SANTIAM MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN | STAYTON OR | 597 | $41.8M | $575K |
| 7 | BRIGHT WOOD CORPORATION BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN | MADRAS OR | 998 | $44.5M | $484K |
| 8 | NUWEST GROUP HOLDINGS, LLC TA GROUP HOLDINGS 401(K) PLAN | BELLEVUE WA | 938 | $25.1M | $386K |
| 9 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $350K |
| 10 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN | ALTADENA CA | 423 | $25.1M | $316K |
