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 | IVISION SCALE, LLC IVISION SCALE, LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 261 | $30.8M | $1.6M |
| 2 | RUBIES II, LLC RUBIES II, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 275 | $37.8M | $1.1M |
| 3 | RECORDED BOOKS, INC. RECORDED BOOKS, INC. 401(K) SAVINGS PLAN | LANDOVER MD | 326 | $30.9M | $981K |
| 4 |
| GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN |
CHICAGO IL |
| 107 |
| $19.2M |
| $855K |
| 5 | EXPLEO TECHNOLOGY USA, INC. DBA TRISSENTIAL 401(K) PLAN | WAYZATA MN | 116 | $17.7M | $483K |
| 6 | PATHWAYS HEALTH & COMMUNITY SUPP PATHWAYS 401(K) PLAN | FREDERICKSBURG VA | 3,752 | $56.2M | $429K |
| 7 | SOLERO TECHNOLOGIES, LLC SOLERO TECHNOLOGIES, LLC 401(K) PLAN | WATER VALLEY MS | 369 | $15.3M | $365K |
| 8 | ANCILE SOLUTIONS, INC. ANCILE SOLUTIONS, INC. 401(K) PLAN | ELKRIDGE MD | 67 | $23.8M | $363K |
| 9 | GILLMAN, INC. GILLMAN, INC. 401(K) PLAN | BATESVILLE IN | 227 | $6.2M | $348K |
| 10 | AMTEX SUPPLY HOLDINGS, INC. AMTEX SUPPLY HOLDINGS, INC. RETIREMENT PLAN & TRUST | VERNON HILLS IL | 137 | $24.4M | $319K |
