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 | $3.8M |
| 2 | ALL IN FEDERAL CREDIT UNION ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | DALEVILLE AL | 448 | $29.7M | $3.3M |
| 3 | D & M CONTRACTING, INC. D & M CONTRACTING, INC. DAVIS BACON 401(K) PROFIT SHARING PLAN | NEW ALEXANDRIA PA | 120 | $9.0M | $2.2M |
| 4 | PRIMARY CARE PARTNERS, LLC PCP/AHP/ABS 401(K) PROFIT SHARING PLAN | MORRIS PLAINS NJ | 439 | $45.1M | $2.2M |
| 5 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK PROFIT SHARING PLAN | TARRYTOWN NY | 294 | $11.7M | $1.7M |
| 6 | FIRST SERVICE CREDIT UNION FIRST SERVICE CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 269 | $17.1M | $1.1M |
| 7 | FIRST SERVICE CREDIT UNION FIRST SERVICE CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 269 | $17.1M | $1.1M |
| 8 | CAPSTONE LOGISTICS, LLC CAPSTONE 401(K) PLAN | PEACHTREE CORNERS GA | 11,670 | $50.3M | $844K |
| 9 | CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN UT | 178 | $9.5M | $642K |
| 10 | MANCO ABBOTT, INC. MANCO ABBOTT, INC. 401(K) PLAN | FRESNO CA | 140 | $5.6M | $635K |
