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 | $5.0M |
| 2 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $4.3M |
| 3 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $3.1M |
| 4 |
| SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN |
REDMOND WA |
| 113 |
| $17.4M |
| $2.2M |
| 5 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 320 | $32.5M | $1.9M |
| 6 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $1.8M |
| 7 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $1.4M |
| 8 | ELMWOOD DENTAL GROUP - IMPLANT AND RESTORATION, P.C. ELMWOOD DENTAL GROUP, P.C. PROFIT SHARING 401(K) PLAN | ROCHESTER NY | 114 | $13.4M | $1.2M |
| 9 | THE VILLAGE FAMILY SERVICE CENTER THE VILLAGE FAMILY SERVICE CENTER 403(B) THRIFT PLAN | FARGO ND | 150 | $8.7M | $963K |
| 10 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $937K |
