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 | HALL FINANCIAL GROUP, LTD HALL FINANCIAL GROUP EMPLOYEE SAVINGS PLAN & TRUST | DALLAS TX | 281 | $37.4M | $2.8M |
| 2 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $1.6M |
| 3 | NEUGEN LLC NEUGEN LLC EMPLOYEES' 401(K) PLAN | MADISON WI | 1 | $60.1M | $1.1M |
| 4 |
| EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN |
GREENSBURG PA |
| 3,712 |
| $364.9M |
| $369K |
| 5 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN | HARTSVILLE SC | 980 | $17.4M | $39K |
| 6 | NOVOLEX HOLDINGS, LLC NOVOLEX AE 401(K) PLAN | HARTSVILLE SC | 353 | $20.2M | $7K |
