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 | PERFETTI VAN MELLE USA INC. PERFETTI VAN MELLE, INC. 401(K) PLAN AND TRUST | ERLANGER KY | 1,162 | $91.6M | $2.5M |
| 2 | INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN | ASHBURN VA | 127 | $49.1M | $1.3M |
| 3 | THE HOUSTONIAN CAMPUS, LLC THE HOUSTONIAN 401(K) PLAN | HOUSTON TX | 591 | $53.9M | $855K |
| 4 |
| CASK NX LLC CASK NX LLC 401(K) PLAN |
SAN DIEGO CA |
| 262 |
| $24.9M |
| $42K |
| 5 | HYANNIS HARBOR TOURS, INC. SCUDDER COMPANIES EMPLOYEE 401(K) PROFIT SHARING PLAN | HYANNIS MA | 138 | $13.8M | $15K |
| 6 | JEWISH FAMILY SERVICE OF DALLAS, INC. JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN | DALLAS TX | 91 | $6.4M | $3K |
