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 | TRACE3, LLC TRACE3 401(K) PLAN | IRVINE CA | 1,267 | $173.3M | $5.8M |
| 2 | AUTO-CHLOR SYSTEM OF WASHINGTON, INC. AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN | MOUNTAIN VIEW CA | 942 | $90.7M | $5.4M |
| 3 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS UNION RETIREMENT PLAN | HOUSTON TX | 766 | $89.5M | $2.8M |
| 4 |
| CARSON GROUP HOLDINGS, LLC CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN |
ROCKFORD IL |
| 416 |
| $40.2M |
| $2.4M |
| 5 | MATRIXX SOFTWARE INC. MATRIXX SOFTWARE 401(K) PLAN | FOSTER CITY CA | 89 | $16.2M | $1.1M |
| 6 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN | MINNEAPOLIS MN | 621 | $28.9M | $1.0M |
| 7 | CIPLA USA CIPLA USA 401(K) PLAN | WARREN NJ | 787 | $44.6M | $936K |
| 8 | PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN | ANNAPOLIS MD | 1,996 | $125.4M | $873K |
| 9 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $681K |
| 10 | FURROW AUCTION COMPANY FURROW GROUP 401(K) PLAN | KNOXVILLE TN | 238 | $12.7M | $652K |
