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 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $3.3M |
| 2 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $2.7M |
| 3 | MINUTEMAN SENIOR SERVICES, INC. MINUTEMAN SENIOR SERVICES 403B PLAN | BURLINGTON MA | 146 | $7.9M | $1.4M |
| 4 |
| HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN |
PLYMOUTH MI |
| 306 |
| $12.9M |
| $1.3M |
| 5 | MOORE INDUSTRIES-INTERNATIONAL, INC MOORE INDUSTRIES 401(K) SAVINGS PLAN | NORTH HILLS CA | 127 | $16.7M | $1.2M |
| 6 | R F FAGER COMPANY, LLC R F FAGER COMPANY 401K PROFIT SHARING PLAN AND TRUST | CAMP HILL PA | 206 | $10.6M | $788K |
| 7 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $623K |
| 8 | LACALLE GROUP, LLC LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 150 | $20.9M | $440K |
| 9 | GIRL SCOUTS OF SOUTHEASTERN MICHIGAN GIRL SCOUTS OF SOUTHEASTERN MICHIGAN 403(B) RETIREMENT SAVINGS PLAN | DETROIT MI | 87 | $3.0M | $123K |
| 10 | NETWORK ADJUSTERS, INCORPORATED NETWORK ADJUSTERS, INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | FARMINGDALE NY | 166 | $17.7M | $51K |
