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 | NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM CA | 4,855 | $368.6M | $20.4M |
| 2 | COLD SPRING GRANITE COMPANY COLD SPRING GRANITE COMPANY 401(K) RETIREMENT PLAN | COLD SPRING MN | 869 | $139.0M | $16.9M |
| 3 | BISSELL INC. BISSELL INC. 401(K) PLAN | GRAND RAPIDS MI | 909 | $144.4M | $10.2M |
| 4 |
| HEART HOSPITAL OF LAFAYETTE, LLC HEART HOSPITAL OF LAFAYETTE 401(K) PLAN |
LAFAYETTE LA |
| 77 |
| $6.9M |
| $371K |
| 5 | HOSPICE OF ST FRANCIS HOSPICE OF ST. FRANCIS 401(K) PLAN | TITUSVILLE FL | 254 | $7.8M | $205K |