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 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $3.0M |
| 2 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $2.0M |
| 3 | ARBOR RESEARCH COLLABORATIVE FOR HEALTH ARBOR RESEARCH COLLABORATIVE FOR HEALTH 401(K) PLAN | ANN ARBOR MI | 104 | $33.8M | $916K |
| 4 |
| FIRST SOUTHERN BANCORP INC FIRST SOUTHERN BANCORP INC 401K PLAN |
STANFORD KY |
| 240 |
| $43.1M |
| $828K |
| 5 | SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 230 | $30.7M | $726K |
| 6 | INNOFLIGHT, LLC INNOFLIGHT 401(K) PLAN | SAN DIEGO CA | 159 | $14.5M | $720K |
| 7 | ARISA HEALTH, INC ARISA HEALTH 401(K) PLAN | SPRINGDALE AR | 869 | $48.3M | $508K |
| 8 | UTG, INC. UTG, INC. 401(K) PLAN | STANFORD KY | 81 | $6.8M | $485K |
| 9 | GENERATE-UBIQUITY MANAGEMENT, LLC UBIQUITY 401(K) PLAN | SAN FRANCISCO CA | 252 | $8.6M | $203K |
| 10 | KINEX/R&M HOLDCO, LLC KINEX/R&M HOLDCO, LLC SAVINGS PLAN | WAUKESHA WI | 180 | $6.4M | $180K |
