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 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $10.9M |
| 2 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $4.9M |
| 3 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $4.7M |
| 4 |
| SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN |
CEDAR RAPIDS IA |
| 552 |
| $107.9M |
| $4.0M |
| 5 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 320 | $32.5M | $3.2M |
| 6 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $2.8M |
| 7 | CAMPUSWORKS INC. CAMPUSWORKS INC. 401(K) PROFIT SHARING PLAN | BRADENTON FL | 210 | $12.5M | $2.7M |
| 8 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $2.4M |
| 9 | DEMAKES ENTERPRISES, INC. DEMAKES ENTERPRISES PROFIT SHARING PLAN | LYNN MA | 425 | $17.4M | $2.3M |
| 10 | UNITED STATES SKI ASSOCIATION D/B/A U.S. SKI & SNOWBOARD U.S. SKI & SNOWBOARD 401(K) PLAN | PARK CITY UT | 171 | $12.3M | $2.1M |