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 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | OXNARD CA | 120 | $18.8M | $163K |
| 2 | J.R. GROUP, INC. J.R. GROUP, INC. 401(K) PLAN | MT. LAUREL NJ | 162 | $21.8M | $132K |
| 3 | PIVOTAL RETAIL GROUP LLC PIVOTAL RETAIL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | MARIETTA GA | 249 | $3.8M | $104K |
| 4 |
| STAFFORD TRANSPORT INC STAFFORD TRANSPORT INC 401(K) PROFIT SHARING PLAN & TRUST |
SMYRNA GA |
| 481 |
| $4.0M |
| $5K |
