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 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $8.3M |
| 2 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 1,945 | $327.3M | $8.2M |
| 3 | TAYLOR-LISTUG, INC. DBA TAYLOR GUITARS TAYLOR GUITARS SAVING AND RETIREMENT PLAN | EL CAJON CA | 413 | $59.8M | $1.3M |
| 4 |
| R&H CONSTRUCTION CO. R&H CONSTRUCTION CO. 401(K) PROFIT SHARING RETIREMENT PLAN |
PORTLAND OR |
| 147 |
| $32.3M |
| $766K |
| 5 | SBCS SBCS 403(B) PLAN | CHULA VISTA CA | 400 | $26.9M | $498K |
| 6 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $455K |
| 7 | COMPASS HEALTH CENTER, PLLC COMPASS HEALTH CENTER, PLLC 401(K) PLAN | NORTHBROOK IL | 704 | $23.6M | $435K |
| 8 | LERETA, LLC LERETA, LLC 401(K) PLAN | POMONA CA | 594 | $34.7M | $266K |
| 9 | HTI CYBERNETICS, INC. HTI CYBERNETICS, INC. 401(K) PLAN | STERLING HEIGHTS MI | 135 | $9.4M | $176K |
| 10 | FULL SWING GOLF, INC. FULL SWING GOLF 401(K) PROFIT SHARING PLAN | CARLSBAD CA | 176 | $14.0M | $170K |
