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 | JAMES RIVER GROUP, INC. JAMES RIVER GROUP, INC. 401(K) PLAN | RICHMOND VA | 645 | $100.7M | $9.4M |
| 2 | BOARD OF TRUSTEES, U.A. LOCAL 467 HEALTH AND WELFARE U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND | SAN JOSE CA | 959 | $72.8M | $4.1M |
| 3 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $821K |
| 4 |
| NOVO CONSTRUCTION, INC. NOVO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN |
MENLO PARK CA |
| 209 |
| $28.1M |
| $403K |
| 5 | THE RUSSIAN SCHOOL OF MATHEMATICS THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN | NEWTON MA | 749 | $30.8M | $396K |
| 6 | BANKW STAFFING, LLC BANKW STAFFING, LLC RETIREMENT PLAN | BEDFORD NH | 883 | $23.3M | $323K |
| 7 | CALBAG METALS COMPANY CALBAG METALS COMPANY PROFIT SHARING PLAN | PORTLAND OR | 298 | $19.5M | $248K |
| 8 | MARCUS DALY MEMORIAL HOSPITAL CORPORATION BITTERROOT HEALTH 401(K) PLAN | HAMILTON MT | 846 | $56.8M | $235K |
| 9 | A&M SPECIAL PURCHASING, INC. OCEAN STATE JOBBERS, INC. & AFFILIATES 401(K) PLAN | NORTH KINGSTOWN RI | 4,147 | $40.1M | $235K |
| 10 | HARBOR LINEN LLC DBA 1CONCIER HARBOR LINEN LLC 401(K) PLAN | FORT LAUDERDALE FL | 89 | $4.1M | $133K |
