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 |
