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 | $11.1M |
| 2 | CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN UT | 178 | $9.5M | $630K |
| 3 | HONDA OF SAN MARCOS HONDA OF SAN MARCOS 401(K) PLAN | SAN MARCOS TX | 93 | $7.6M | $433K |
| 4 |
| COMMUNITY MAINSTREAMING ASSOCIATES, INC. CMA 403(B) PLAN |
WESTBURY NY |
| 525 |
| $5.1M |
| $183K |
| 5 | J. H. WALKER, INC. J. H. WALKER, INC. 401(K) PLAN | HOUSTON TX | 113 | $5.8M | $35K |
| 6 | CALIFORNIA THOROUGHBRED TRAINERS CALIFORNIA THOROUGHBRED TRAINERS BACKSTRETCH EMPLOYEES' RETIREMENT SAVINGS PENSION PLAN | ARCADIA CA | 933 | $24.4M | $6K |
