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 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $165K |
| 2 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T | BOCA RATON FL | 1,459 | $11.6M | $95K |
| 3 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $94K |
| 4 |
| 127 GROUP, LLC 127 GROUP 401K PLAN |
PALM BEACH GARDENS FL |
| 273 |
| $3.8M |
| $49K |
| 5 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $32K |
| 6 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $27K |
| 7 | NEW ENGLAND NEWSPAPERS, INC NEW ENGLAND NEWSPAPERS, INC. 401(K) PLAN | PITTSFIELD MA | 107 | $3.1M | $26K |
| 8 | COASTAL MANAGEMENT SOLUTIONS INC COASTAL MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU | VIRGINIA BEACH VA | 234 | $2.3M | $15K |
| 9 | NAVIKA CAPITAL GROUP, LLC NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 2,420 | $4.5M | $11K |
| 10 | JMR EMPLOYEES, LLC JMR EMPLOYEES 401(K) PLAN | MIDLAND TX | 267 | $2.1M | $6K |