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 | CGB ENTERPRISES, INC. CGB ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN | COVINGTON LA | 1,647 | $335.3M | $6.1M |
| 2 | CARBON, INC. CARBON, INC. 401(K) PLAN | REDWOOD CITY CA | 291 | $42.5M | $1.9M |
| 3 | UNIVERSAL ENGINEERING SCIENCES, LLC UNIVERSAL ENGINEERING SCIENCES 401(K) PLAN | ORLANDO FL | 3,690 | $151.3M | $1.1M |
| 4 |
| WHITEHEAD OIL COMPANY WHITEHEAD OIL COMPANY 401(K) PROFIT SHARING PLAN |
LINCOLN NE |
| 524 |
| $20.2M |
| $1.0M |
| 5 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $984K |
| 6 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $964K |
| 7 | LUBBOCK CHRISTIAN UNIVERSITY LUBBOCK CHRISTIAN UNIVERSITY 403(B) PLAN | LUBBOCK TX | 393 | $20.9M | $843K |
| 8 | MNGI DIGESTIVE HEALTH, P.A. MNGI DIGESTIVE HEALTH, P.A. RETIREMENT PLAN | MINNEAPOLIS MN | 1,033 | $257.3M | $691K |
| 9 | BETTER HOME & FINANCE HOLDING COMPANY BETTER HOME & FINANCE HOLDING COMPANY 401(K) PLAN | NEW YORK NY | 526 | $58.0M | $662K |
| 10 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN | EVANSTON IL | 202 | $85.4M | $638K |
