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 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $12.0M |
| 2 | TELESTREAM, LLC TELESTREAM 401(K) EMPLOYEE SAVINGS PLAN | NEVADA CITY CA | 237 | $58.7M | $6.4M |
| 3 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $1.3M |
| 4 |
| CARDINAL GROUP MANAGEMENT & ADVISORY LLC CARDINAL GROUP MANAGEMENT 401(K) PLAN |
DENVER CO |
| 2,467 |
| $20.5M |
| $786K |
| 5 | VIRTUOUS SOFTWARE, INC. VIRTUOUS SOFTWARE, INC. 401(K) PLAN | PHOENIX AZ | 159 | $6.3M | $332K |
| 6 | SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN | BATON ROUGE LA | 162 | $8.4M | $329K |
| 7 | WASC HOLDING LLC WASC HOLDING LLC SAVINGS & INVESTMENT PLAN | WAYNE NJ | 83 | $31.8M | $313K |
| 8 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $203K |
| 9 | ECHELON FITNESS MULTIMEDIA, LLC ECHELON FITNESS MULTIMEDIA 401(K) PLAN | CHATTANOOGA TN | 112 | $4.5M | $151K |
