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 | SURESCRIPTS, LLC SURESCRIPTS, LLC 401(K) PLAN | ARLINGTON VA | 656 | $179.1M | $1.0M |
| 2 | SOUTHLAND HOLDINGS, LLC SOUTHLAND HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE TX | 1,762 | $80.6M | $472K |
| 3 | CLAYPOOL ELECTRIC, INC CLAYPOOL ELECTRIC, INC SAVINGS INCENTIVE PLAN | LANCASTER OH | 263 | $41.6M | $382K |
| 4 |
| OPPORTUNITY BANK OF MONTANA OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST |
HELENA MT |
| 369 |
| $40.0M |
| $365K |
| 5 | COUNCIL FOR AFFORDABLE QUALITY HEALTHCARE, INC. CAQH 401(K) PLAN | WASHINGTON DC | 157 | $29.7M | $200K |
| 6 | ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. PROFIT SHARING 401(K) PLAN | MILWAUKEE WI | 300 | $14.2M | $197K |
| 7 | MSP REAL ESTATE MSP REAL ESTATE 401(K) PLAN | WEST ALLIS WI | 658 | $5.7M | $144K |
| 8 | GENERAL BEVERAGE SALES CORP. GENERAL BEVERAGE & GENERAL BEER PROFIT SHARING PLAN | MADISON WI | 792 | $91.9M | $136K |
| 9 | CLOSE UP FOUNDATION CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | ARLINGTON VA | 212 | $9.1M | $121K |
| 10 | CONCO SERVICES LLC THE CONCO 401(K) AND PROFIT SHARING PLAN | VERONA PA | 495 | $23.3M | $107K |
