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 | $6.4M |
| 2 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $4.7M |
| 3 | MENHOLT AUTOMOTIVE GROUP MENHOLT AUTOMOTIVE GROUP 401(K) PLAN | BILLINGS MT | 499 | $22.1M | $4.0M |
| 4 |
| SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN |
CEDAR RAPIDS IA |
| 552 |
| $107.9M |
| $3.9M |
| 5 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $3.5M |
| 6 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $3.4M |
| 7 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $2.4M |
| 8 | UNITED STATES SKI ASSOCIATION D/B/A U.S. SKI & SNOWBOARD U.S. SKI & SNOWBOARD 401(K) PLAN | PARK CITY UT | 171 | $12.3M | $2.2M |
| 9 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 320 | $32.5M | $2.0M |
| 10 | PACIFIC RECREATION ASSOCIATES BELLEVUE CLUB SAVINGS PLAN | BELLEVUE WA | 323 | $11.4M | $1.1M |
