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 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $2.9M |
| 2 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $818K |
| 3 | KIMBERLY - CLARK PUERTO RICO, INC. KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN | SAN JUAN PR | 36 | $7.8M | $764K |
| 4 |
| VIAFORENSICS, LLC NOWSECURE 401(K) PLAN |
CHICAGO IL |
| 86 |
| $9.8M |
| $371K |
| 5 | BINTI BINTI 401(K) PLAN | SAN FRANCISCO CA | 81 | $8.8M | $350K |
| 6 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $346K |
| 7 | CRISIS TEXT LINE, INC. CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY | NEW YORK NY | 217 | $8.8M | $343K |
| 8 | SURVICE ENGINEERING COMPANY SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | BELCAMP MD | 413 | $89.8M | $317K |
| 9 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $251K |
| 10 | WHEEL HEALTH INC. WHEEL HEALTH 401(K) PLAN | AUSTIN TX | 92 | $4.9M | $190K |
