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 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $4.0M |
| 2 | OTTERBEIN HOMES OTTERBEIN HOMES 401(K) PLAN | LEBANON OH | 2,076 | $28.9M | $653K |
| 3 | VERMEER SOUTHEAST SALES & SERVICE, INC. VERMEER SOUTHEAST SALES & SERVICES, INC. EMPLOYEE'S PROFIT SHARING PLAN | OCOEE FL | 271 | $27.6M | $596K |
| 4 |
| JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST |
BASTIAN VA |
| 128 |
| $17.2M |
| $241K |
| 5 | DWYER FRANCHISING LLC NEIGHBORLY 401(K) PROFIT SHARING PLAN | WACO TX | 1,582 | $71.8M | $197K |
