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 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. TRI-STATE 401K PLAN AND TRUST | DENVER CO | 1,181 | $279.0M | $2.4M |
| 2 | T & S BRASS & BRONZE WORKS, INC. T & S BRASS & BRONZE WORKS, INC. RETIREMENT SAVINGS PLAN | TRAVELERS REST SC | 377 | $47.4M | $1.4M |
| 3 | ALTER DOMUS INC. ALTER DOMUS 401(K) PLAN | CHICAGO IL | 1,658 | $120.7M | $926K |
| 4 |
| MARKET AMERICA, INC. MARKET AMERICA, INC. 401(K) PROFIT SHARING PLAN |
GREENSBORO NC |
| 488 |
| $52.8M |
| $746K |
| 5 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $600K |
| 6 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $466K |
| 7 | DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. 401(K) SALARY SAVINGS AND RETIREMENT PLAN | ALBERT LEA MN | 142 | $13.3M | $415K |
| 8 | WAICU BENEFITS CONSORTIUM, INC. WAICU BENEFITS CONSORTIUM, INC. HEALTH PLAN | MADISON WI | 1,010 | $15.7M | $307K |
| 9 | THE DENVER CENTER FOR THE PERFORMING ARTS THE DENVER CENTER FOR THE PERFORMING ARTS 401(K) PLAN | DENVER CO | 212 | $17.9M | $279K |
| 10 | RR INVESTMENTS, INC. DBA MILLION AIR DALLAS RR INVESTMENTS, INC. 401(K) RETIREMENT PLAN | ADDISON TX | 112 | $11.0M | $256K |
