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 | $7.0M |
| 2 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $4.8M |
| 3 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.7M |
| 4 | JM TEXAS COMPANIES, LLC EAGLE RAILCAR SERVICES RETIREMENT SAVINGS PLAN | EASTLAND TX | 1,000 | $13.0M | $942K |
| 5 | TAXHAWK, INC. RETIREMENT INCOME SECURITY PLAN-TAXHAWK, INC. | PROVO UT | 148 | $36.5M | $759K |
| 6 | BITZER US, INC. BITZER US, INC. 401(K) & LONG TERM INCENTIVE PLAN | FLOWERY BRANCH GA | 318 | $30.9M | $659K |
| 7 | MID-AMERICA TRANSPLANT SERVICES MID-AMERICA TRANSPLANT SERVICES SAVINGS AND INVESTMENT PLAN | ST. LOUIS MO | 260 | $38.7M | $494K |
| 8 | PCS RETIREMENT, LLC FIDUCIARY SERVICES GROUP 401(K) PLAN | WILMINGTON DE | 429 | $30.3M | $462K |
| 9 | NEWPORT GROUP, INC. TFO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 2,143 | $130.6M | $398K |
| 10 | ALABAMA ORTHOPAEDIC CLINIC, P.C. ALABAMA ORTHOPAEDIC CLINIC, P.C. 401(K) PROFIT SHARING PLAN | MOBILE AL | 178 | $27.7M | $383K |
