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 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN | GALLIPOLIS OH | 2,139 | $183.3M | $8.6M |
| 2 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 403B PLAN | GALLIPOLIS OH | 2,800 | $88.7M | $3.3M |
| 3 | SUSSEX IM, INC. SUSSEX IM 401(K) PLAN | SUSSEX WI | 221 | $39.5M | $1.7M |
| 4 |
HOMESTEAD FL |
| 556 |
| $6.8M |
| $581K |
| 5 | LAKE NORMAN SECURITY PATROL IN LAKE NORMAN SECURITY PATROL IN 401(K) PROFIT SHARING PLAN & TRUST | STATESVILLE NC | 215 | $3.7M | $57K |
