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 | MATRIX TECHNOLOGIES, INC. MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN | MAUMEE OH | 302 | $80.3M | $13.7M |
| 2 | IMPACTLIFE IMPACTLIFE 401(K) PLAN | DAVENPORT IA | 763 | $42.8M | $9.3M |
| 3 | CS DISCO, INC. CS DISCO, INC. RETIREMENT TRUST | AUSTIN TX | 407 | $37.9M | $8.2M |
| 4 |
NEW YORK NY |
| 665 |
| $58.8M |
| $7.4M |
| 5 | INDECK ENERGY SERVICES, INC. INDECK ENERGY SERVICES, INC. AND AFFILIATED EMPLOYERS 401(K) PLAN | BUFFALO GROVE IL | 150 | $34.0M | $7.2M |
| 6 | TEXAS RESEARCH INTERNATIONAL, INC. TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN | AUSTIN TX | 161 | $23.7M | $5.9M |
| 7 | ANDREW & SONS, LLC ANDREW & SONS, LLC 401(K) PLAN | WESTHAMPTON BEACH NY | 451 | $31.8M | $5.1M |
| 8 | CURRY SUPPLY COMPANY, INC. CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALTOONA PA | 407 | $23.9M | $4.4M |
| 9 | HANTZMON WIEBEL LLP HANTZMON WIEBEL LLP PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 92 | $34.5M | $3.7M |
| 10 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN | HARTSELLE AL | 755 | $43.0M | $3.2M |
