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 |
| 6 | HCI SYSTEMS, INC. HCI SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 910 | $22.2M | $136K |
| 7 | GIRTZ INDUSTRIES INC GIRTZ INDUSTRIES INC 401K PROFIT SHARING PLAN AND TRUST | MONTICELLO IN | 119 | $8.4M | $109K |
| 8 | WARREN SCREW PRODUCTS, INC. WARREN SCREW PRODUCTS, INC. PROFIT SHARING PLAN | WARREN MI | 126 | $4.9M | $104K |
| 9 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $95K |
| 10 | READY RABBIT DELIVERY LLC READY RABBIT DELIVERY LLC 401(K) PLAN | PLANO TX | 186 | $753K | $60K |
