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 | OTIS HEALTH CARE CENTER OTIS HEALTH CARE CENTER 401K PLAN | TOWNSHEND VT | 231 | $26.2M | $466K |
| 2 | CLARK & ELBING LLP CLARK & ELBING LLP 401(K) PLAN | BOSTON MA | 123 | $25.3M | $420K |
| 3 | PAX8, INC. PAX8 401(K) PLAN | GREENWOOD VILLAGE CO | 1,029 | $47.0M | $276K |
| 4 |
SAN LUIS OBISPO CA |
| 181 |
| $27.0M |
| $215K |
| 5 | FRANCOIS FRERES USA, INC. FRANCOIS FRERES USA, INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 644 | $10.7M | $158K |
| 6 | TEXAS INDEPENDENT BANCSHARES TEXAS INDEPENDENT BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | TEXAS CITY TX | 293 | $79.0M | $97K |
| 7 | PATRIOT BANK, N.A. PATRIOT BANK, N.A. 401(K) SAVINGS PLAN | STAMFORD CT | 116 | $8.7M | $95K |
| 8 | QUALITY CONSTRUCTION & PRODUCTION, LLC QUALITY COMPANIES 401K PLAN | YOUNGSVILLE LA | 617 | $7.3M | $67K |
| 9 | DIAMOND R FERTILIZER CO., INC. DIAMOND R FERTILIZER CO., INC. PROFIT SHARING PLAN | FORT PIERCE FL | 78 | $8.3M | $57K |
| 10 | MARQUEE BRANDS, LLC MARQUEE BRANDS, LLC 401(K) PLAN | NEW YORK NY | 112 | $13.4M | $54K |
