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 | NEPHROLOGY ASSOCIATES OF MOBILE, P.A. NEPHROLOGY ASSOCIATES OF MOBILE, P.A. 401(K) PROFIT SHARING PLAN | MOBILE AL | 136 | $38.4M | $2.8M |
| 2 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $1.9M |
| 3 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES | FRANKFURT KY | 1,456 | $102.8M | $1.6M |
| 4 | UNITY HEALTH UNITY HEALTH 403(B) RETIREMENT PLAN | SEARCY AR | 1,192 | $49.8M | $737K |
| 5 | CHELSEA GROTON BANK CHELSEA GROTON BANK SAVINGS PLAN | GROTON CT | 215 | $43.6M | $657K |
| 6 | RICK ENGINEERING COMPANY RICK ENGINEERING 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 394 | $63.0M | $466K |
| 7 | UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY AR | 1,626 | $75.3M | $438K |
| 8 | COOKE SCHOOL AND INSTITUTE 403(B) THRIFT PLAN OF COOKE SCHOOL AND INSTITUTE | NEW YORK NY | 292 | $24.0M | $151K |
| 9 | ENTERPRISE DEVELOPMENT AUTHORITY DBA HARD ROCK HOTEL & CASINO SACRAMEN HARD ROCK SACRAMENTO RETIREMENT PLAN | WHEATLAND CA | 1,043 | $19.2M | $13K |
