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 | GARBER MANAGEMENT GROUP, INC. GMG EMPLOYEES SAVINGS PLAN | SAGINAW MI | 2,211 | $126.5M | $17.4M |
| 2 | POWER CONSTRUCTION COMPANY, LLC POWER 401(K) RETIREMENT PLAN AND TRUST | CHICAGO IL | 456 | $127.9M | $9.8M |
| 3 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $7.8M |
| 4 |
| ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN |
NEW YORK NY |
| 884 |
| $309.6M |
| $6.1M |
| 5 | CAPSTONE LOGISTICS, LLC CAPSTONE 401(K) PLAN | PEACHTREE CORNERS GA | 11,670 | $50.3M | $4.7M |
| 6 | ISLAND PEER REVIEW ORGANIZATION, INC. RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC. | LAKE SUCCESS NY | 311 | $55.0M | $4.5M |
| 7 | COMMONWEALTH PRIMARY CARE, INC. COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 211 | $41.7M | $4.4M |
| 8 | SOUTH NASSAU COMMUNITIES HOSPITAL SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN | OCEANSIDE NY | 4,084 | $358.6M | $4.3M |
| 9 | MADISON EMERGENCY PHYSICIANS, S.C. MADISON EMERGENCY PHYSICIANS, S.C. PROFIT SHARING PLAN | MADISON WI | 113 | $64.9M | $4.0M |
| 10 | NEWPORT GROUP, INC. TFO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 2,143 | $130.6M | $4.0M |
