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 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH NJ | 1,834 | $85.3M | $1.4M |
| 2 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $440K |
| 3 | ALLIANCE FRANCHISE BRANDS LLC ALLIANCE FRANCHISE BRANDS LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN | PLYMOUTH MI | 186 | $23.0M | $439K |
| 4 |
| NEIGHBORHOOD HEALTHCARE NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN |
ESCONDIDO CA |
| 1,418 |
| $59.3M |
| $48K |
| 5 | LANE GORMAN TRUBITT, LLC LANE GORMAN TRUBITT, LLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 131 | $25.4M | $39K |
| 6 | M BAR C CONSTRUCTION, INC. NEST EGG 401(K) RETIREMENT SAVINGS PLAN | SAN MARCOS CA | 207 | $12.9M | $29K |
