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 | TEAM, INC. TEAM, INC. SALARY DEFERRAL PLAN AND TRUST | SUGAR LAND TX | 3,219 | $357.2M | $4.0M |
| 2 | AERIS COMMUNICATIONS, INC. AERIS COMMUNICATIONS, INC. 401(K) PLAN | SAN JOSE CA | 115 | $16.2M | $727K |
| 3 | LAKEVIEW HEALTHCARE ENTERPRISE LAKEVIEW HEALTHCARE ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | MOUNT DORA FL | 308 | $17.4M | $288K |
| 4 |
| POWER DRIVES, INC. POWER DRIVES, INC. 401(K) SAVINGS PLAN |
BUFFALO NY |
| 103 |
| $8.3M |
| $63K |
| 5 | IMPACT RTO HOLDINGS LLC IMPACT RTO HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 327 | $3.3M | $17K |