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 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $2.5M |
| 2 | ALTRA FEDERAL CREDIT UNION ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ONALASKA WI | 498 | $73.1M | $843K |
| 3 | BROOKHAVEN AT LEXINGTON BROOKHAVEN AT LEXINGTON 403(B) PLAN | LEXINGTON MA | 122 | $19.4M | $642K |
| 4 |
| EL DORADO SAVINGS BANK EL DORADO SAVINGS BANK PROFIT SHARING PLAN |
PLACERVILLE CA |
| 252 |
| $43.4M |
| $612K |
| 5 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $550K |
| 6 | FAIR HEALTH, INC. FAIR HEALTH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $21.3M | $495K |
| 7 | DOUBLE DIAMOND MANAGEMENT CORP. DOUBLE DIAMOND MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | DALLAS TX | 435 | $10.4M | $408K |
| 8 | WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN | DARIEN IL | 211 | $38.6M | $351K |
| 9 | AAA MID STATES AAA MID STATES 401(K) PLAN | YORK PA | 99 | $10.1M | $333K |
| 10 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SOUTH HOLLAND IL | 187 | $47.5M | $296K |
