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 | $6.4M |
| 2 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 320 | $32.5M | $5.7M |
| 3 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $5.2M |
| 4 |
| SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN |
CEDAR RAPIDS IA |
| 552 |
| $107.9M |
| $4.1M |
| 5 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $3.1M |
| 6 | MAGGIE SOTTERO DESIGNS, LLC MAGGIE SOTTERO DESIGNS, LLC RETIREMENT PLAN | SALT LAKE CITY UT | 90 | $11.4M | $2.4M |
| 7 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $2.0M |
| 8 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $2.0M |
| 9 | MAGNUM ELECTRIC, INC. MAGNUM ELECTRIC 401(K) PROFIT SHARING PLAN | WEST FARGO ND | 373 | $13.4M | $1.9M |
| 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 | $1.5M |