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 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.9M |
| 2 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $1.3M |
| 3 | CENTRAL SERVICE CORPORATION THE CENTRAL SERVICE CORPORATION THRIFT INCENTIVE SAVINGS PLAN | ENID OK | 346 | $38.6M | $1.1M |
| 4 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $654K |
| 5 | ARGENT FINANCIAL GROUP, INC. ARGENT FINANCIAL GROUP 401(K) PLAN | RUSTON LA | 505 | $76.0M | $566K |
| 6 | UROLOGY OF VIRGINIA, PLLC UROLOGY OF VIRGINIA, PLLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 218 | $38.1M | $497K |
| 7 | KALIHI-PALAMA HEALTH CENTER KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) | HONOLULU HI | 215 | $12.9M | $447K |
| 8 | MECHDYNE CORPORATION MECHDYNE CORPORATION 401(K) PLAN | MARSHALLTOWN IA | 225 | $22.2M | $433K |
| 9 | TERVIS TUMBLER COMPANY TERVIS TUMBLER COMPANY 401(K) PLAN | VENICE FL | 71 | $14.1M | $422K |
| 10 | MARINE CREDIT UNION MARINE CREDIT UNION 401(K) PLAN | LA CROSSE WI | 418 | $37.3M | $365K |