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 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $7.4M |
| 2 | EMERGEORTHO, P.A. EMERGEORTHO, P.A. RETIREMENT PLAN | DURHAM NC | 1,014 | $213.8M | $2.8M |
| 3 | EMERGEORTHO, P.A. EMERGEORTHO PA RETIREMENT PLAN 2 | DURHAM NC | 1,251 | $61.0M | $1.7M |
| 4 |
| TRADEWIND GROUP, INC. TRADEWIND GROUP, INC PROFIT SHARING 401(K) PLAN |
HONOLULU HI |
| 439 |
| $125.7M |
| $762K |
| 5 | RAILPROS, INC. RAILPROS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 1,034 | $44.0M | $685K |
| 6 | CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN | RALEIGH NC | 125 | $17.5M | $611K |
| 7 | IES DOWNSTEAM LLC IES DOWNSTREAM LLC 401(K) PLAN | KAPOLEI HI | 140 | $32.6M | $183K |
| 8 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $55K |
| 9 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC GMO 401(K) PROFIT SHARING PLAN | BOSTON MA | 359 | $178.2M | $29K |
| 10 | NATIONAL MORTGAGE & FINANCE CO LTD NATIONAL MORTGAGE AND FINANCE COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 88 | $14.5M | $3K |
