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 | ASANTE ASANTE 403B PLAN | MEDFORD OR | 5,815 | $758.5M | $55.6M |
| 2 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $17.8M |
| 3 | PALMS ASSOCIATES, LLC PALMS ASSOCIATES, LLC 401(K)/PROFIT SHARING PLAN | VIRGINIA BEACH VA | 145 | $30.9M | $7.9M |
| 4 |
OLDSMAR FL |
| 745 |
| $11.6M |
| $5.3M |
| 5 | EFCO CORP. EFCO CONTRIBUTION & 401(K) PLAN | DES MOINES IA | 713 | $100.5M | $4.6M |
| 6 | TROVE RECOMMERCE, INC. TROVE RECOMMERCE 401(K) PLAN | OAKLAND CA | 70 | $9.6M | $4.0M |
| 7 | IA AMERICAN WARRANTY, LP IA AMERICAN WARRANTY, LP 401(K) PLAN | AUSTIN TX | 643 | $49.2M | $3.3M |
| 8 | SONWIL DISTRIBUTION CENTER, INC. SONWIL DISTRIBUTION CENTER PROFIT SHARING RETIREMENT PLAN | WEST SENECA NY | 346 | $16.7M | $2.0M |
| 9 | ALKON CORPORATION ALKON CORPORATION PROFIT SHARING PLAN AND TRUST | FREMONT OH | 235 | $10.8M | $1.6M |
| 10 | SANDHILLS PEDIATRICS, INC. SANDHILLS PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN | SOUTHERN PINES NC | 137 | $12.4M | $1.4M |