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 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $3.1M |
| 2 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $3.0M |
| 3 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $1.1M |
| 4 |
| MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN |
DES MOINES IA |
| 1,581 |
| $85.1M |
| $1.1M |
| 5 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $718K |
| 6 | PACIFIC RECREATION ASSOCIATES BELLEVUE CLUB SAVINGS PLAN | BELLEVUE WA | 323 | $11.4M | $604K |
| 7 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 320 | $32.5M | $491K |
| 8 | VERNON MEMORIAL HEALTHCARE, INC. VERNON MEMORIAL HEALTHCARE EMPLOYEES PENSION & SAVINGS PLAN | VIROQUA WI | 476 | $58.3M | $427K |
| 9 | UNITED STATES SKI ASSOCIATION D/B/A U.S. SKI & SNOWBOARD U.S. SKI & SNOWBOARD 401(K) PLAN | PARK CITY UT | 171 | $12.3M | $410K |
| 10 | DEMAKES ENTERPRISES, INC. DEMAKES ENTERPRISES PROFIT SHARING PLAN | LYNN MA | 425 | $17.4M | $371K |