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 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $9.8M |
| 2 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $911K |
| 3 | LEE FP, INC. DBA CYPRESS LIVING CYPRESS 401(K) PLAN | FORT MYERS FL | 547 | $13.7M | $478K |
| 4 |
| EXECUTIVE DIRECTOR, INC. EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN |
MILWAUKEE WI |
| 313 |
| $30.5M |
| $263K |
| 5 | THE COLORADO HEALTH FOUNDATION THE COLORADO HEALTH FOUNDATION 401(K) RETIREMENT PLAN | DENVER CO | 69 | $28.6M | $66K |
| 6 | VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN | PASADENA CA | 329 | $7.6M | $58K |
| 7 | PZENA INVESTMENT MANAGEMENT, LLC PZENA INVESTMENT MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 142 | $51.6M | $50K |
| 8 | BONACIO CONSTRUCTION CO. INC. BONACIO CONSTRUCTION 401(K) PLAN | SARATOGA SPRINGS NY | 185 | $11.9M | $46K |
| 9 | NEWPORT GROUP, INC. RETIREMENT GROUP POOLED EMPLOYER PLAN | FOLSOM CA | 739 | $13.6M | $12K |
