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 | KQED INC. KQED INC. TAX SHELTERED ANNUITY PLAN | SAN FRANCISCO CA | 410 | $105.0M | $2.3M |
| 2 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $217K |
| 3 | INDIE LLC INDIE LLC 401(K) PROFIT SHARING PLAN & TRUST | ALISO VIEJO CA | 193 | $24.5M | $81K |
| 4 |
| JAMESTOWN METAL MARINE SALES, INC. JAMESTOWN COMPANIES RETIREMENT PLAN |
BOCA RATON FL |
| 312 |
| $13.7M |
| $13K |