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 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $3.9M |
| 2 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $2.8M |
| 3 | MENHOLT AUTOMOTIVE GROUP MENHOLT AUTOMOTIVE GROUP 401(K) PLAN | BILLINGS MT | 499 | $22.1M | $2.0M |
| 4 |
| PACIFIC RECREATION ASSOCIATES BELLEVUE CLUB SAVINGS PLAN |
BELLEVUE WA |
| 323 |
| $11.4M |
| $1.2M |
| 5 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $1.2M |
| 6 | SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN | REDMOND WA | 113 | $17.4M | $1.0M |
| 7 | KARL'S TV & APPLIANCE INC. KARL'S, INC. 401(K) PLAN | GREGORY SD | 380 | $5.6M | $749K |
| 8 | SOLUTION SERVICES, INC. SOLUTION SERVICES, INC. 401(K) SAVINGS & RETIREMENT PLAN | AMERICAN FORK UT | 365 | $9.0M | $587K |
| 9 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $503K |
| 10 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $440K |
