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 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $12.9M |
| 2 | R & S ERECTION, INC. R & S 401(K) PROFIT SHARING PLAN | SAN LEANDRO CA | 435 | $23.7M | $9.9M |
| 3 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $5.2M |
| 4 |
| TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN |
SALT LAKE CITY UT |
| 287 |
| $50.8M |
| $3.6M |
| 5 | DARLINGTON SCHOOL DARLINGTON SCHOOL DC PLAN | ROME GA | 201 | $43.3M | $2.6M |
| 6 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CERTIFIED REGISTERED NURSE ANESTHETISTS 401(K) PLAN | GREENVILLE NC | 193 | $62.7M | $1.4M |
| 7 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 136 | $65.2M | $1.2M |
| 8 | WESTERN CARRIERS, INC. WESTERN CARRIERS, INC. PROFIT SHARING PLAN | NORTH BERGEN NJ | 815 | $41.7M | $1.2M |
| 9 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $1.2M |
| 10 | Y. HATA & COMPANY, LIMITED Y. HATA & COMPANY, LIMITED PROFIT-SHARING AND 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 0 | $0 | $844K |
