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 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $10.1M |
| 2 | EVANS SCHOLARS FOUNDATION EVANS SCHOLARS FOUNDATION TAX DEFERRED ANNUITY RETIREMENT PLAN | GLENVIEW IL | 101 | $24.1M | $3.8M |
| 3 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $2.9M |
| 4 |
| SIMPLISAFE, INC. SIMPLISAFE 401(K) PLAN |
BOSTON MA |
| 1,145 |
| $55.3M |
| $2.2M |
| 5 | TERVIS TUMBLER COMPANY TERVIS TUMBLER COMPANY 401(K) PLAN | VENICE FL | 71 | $14.1M | $2.1M |
| 6 | AMERICAN UROLOGICAL ASSOCIATION EDUCATION & RESEARCH, INC. AUA DISCRETIONARY CONTRIBUTION PLAN | LINTHICUM MD | 115 | $21.5M | $2.1M |
| 7 | ALL IN FEDERAL CREDIT UNION ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | DALEVILLE AL | 448 | $29.7M | $2.0M |
| 8 | CENTRAL SERVICE CORPORATION THE CENTRAL SERVICE CORPORATION THRIFT INCENTIVE SAVINGS PLAN | ENID OK | 346 | $38.6M | $2.0M |
| 9 | OAHU WASTE SERVICES, INC OAHU WASTE SERVICES, INC 401(K) PROFIT SHARING PLAN | HONOLULU HI | 260 | $17.9M | $1.4M |
| 10 | D & M CONTRACTING, INC. D & M CONTRACTING, INC. DAVIS BACON 401(K) PROFIT SHARING PLAN | NEW ALEXANDRIA PA | 120 | $9.0M | $1.3M |
