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 | FINANCE OF AMERICA EQUITY CAPITAL LLC FINANCE OF AMERICA COMPANIES 401(K) PLAN | PLANO TX | 743 | $152.2M | $683K |
| 2 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $437K |
| 3 | LIGHTFORCE USA INC. LIGHTFORCE USA INC.401(K) PLAN | OROFINO ID | 162 | $10.5M | $375K |
| 4 |
| PEARCE, BEVILL, LEESBURG, MOORE, PC PEARCE,BEVILL,LEESBURG,MOORE, P.C. PROFIT SHARING PLAN |
BIRMINGHAM AL |
| 117 |
| $41.7M |
| $269K |
| 5 | PROFESSIONAL BILLING, INC. PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN | MONTGOMERY AL | 148 | $7.4M | $158K |
| 6 | RIVERHEAD BUILDING SUPPLY CORP. RIVERHEAD BUILDING SUPPLY CORP 401(K) PLAN FOR UNION EMPLOYEES | CALVERTON NY | 207 | $17.4M | $80K |
| 7 | OAKS SENIOR LIVING, LLC OAKS SENIOR LIVING 401(K) PLAN | ALPHARETTA GA | 1,427 | $4.9M | $10K |
| 8 | STEEL DUST RECYCLING, LLC STEEL DUST RECYCLING, LLC 401(K) PLAN | MILLPORT AL | 138 | $5.8M | $7K |