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 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $2.8M |
| 2 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $846K |
| 3 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | CHICAGO IL | 298 | $90.9M | $686K |
| 4 |
| SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN |
CULVER CITY CA |
| 2,525 |
| $56.7M |
| $646K |
| 5 | GRUBBS INFINITI, LTD GRUBBS FAMILY OF DEALERSHIPS 401(K) PLAN | GRAPEVINE TX | 351 | $8.0M | $362K |
| 6 | FAIRWINDS CREDIT UNION FAIRWINDS CREDIT UNION RETIREMENT SAVINGS PLAN | ORLANDO FL | 595 | $91.2M | $335K |
| 7 | STEPSTONE HOSPITALITY INC. STEPSTONE HOSPITALITY INC. 401(K) PROFIT SHARING PLAN AND TRUST | PROVIDENCE RI | 1,217 | $5.9M | $224K |
| 8 | NOCO ENERGY CORP NOCO RETIREMENT PLAN | TONAWANDA NY | 456 | $44.2M | $172K |
| 9 | GOLD POINT LODGING & REALTY, INC. BRECKENRIDGE GRAND VACATIONS 401(K) PLAN | BRECKENRIDGE CO | 639 | $23.0M | $136K |
| 10 | INTUVIE HOLDINGS LLC INTUVIE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | NATICK MA | 112 | $11.5M | $127K |
