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 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $1.3M |
| 2 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 200 | $7.0M | $420K |
| 3 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $312K |
| 4 |
| NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN |
HENDERSON NV |
| 68 |
| $5.8M |
| $300K |
| 5 | MUSSELMAN HOTELS, LLC MUSSELMAN HOTELS, LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 267 | $9.9M | $272K |
| 6 | APKUDO, INC APKUDO, INC 401K PROFIT SHARING PLAN | BALTIMORE MD | 179 | $9.1M | $117K |
| 7 | KEHOE DESIGNS, INC. KEHOE DESIGNS 401(K) PLAN | CHICAGO IL | 142 | $4.1M | $91K |
| 8 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $21K |
