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 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $8.0M |
| 2 | VALLEN DISTRIBUTION, INC. VALLEN DISTRIBUTION, INC. 401(K) PLAN | BELMONT NC | 2,902 | $240.3M | $3.6M |
| 3 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $2.0M |
| 4 |
| MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN |
CHARLOTTE NC |
| 128 |
| $93.3M |
| $2.0M |
| 5 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $1.6M |
| 6 | TARPON BLUE CE MANAGEMENT LLC COLLIER ENTERPRISES 401(K) PLAN | NAPLES FL | 15 | $30.6M | $1.3M |
| 7 | NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND 401K PLAN | SMITHFIELD RI | 672 | $63.8M | $675K |
| 8 | GABLES ENGINEERING, INC. GABLES ENGINEERING, INC. 401(K) PLAN | CORAL GABLES FL | 238 | $93.9M | $667K |
| 9 | TUBE PROCESSING CORP. TUBE PROCESSING CORP. EMPLOYEES' 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 119 | $21.8M | $194K |
