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 | CRESTEK, INC AND SUBSIDIARIES FKA CREST ULTRASONICS CRESTEK DEFERRED SAVINGS PLAN FKA CREST UTHE DEFERRED SAVINGS PLAN | EWING NJ | 122 | $8.1M | $549K |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $382K |
| 3 | ENTERPRISE EVENTS GROUP, INC. ENTERPRISE EVENTS GROUP, INC. 401K PROFIT SHARING PLAN | SAN RAFEL CA | 217 | $14.0M |
| $130K |
| 4 | JEFFERSON VALLEY OPERATIONS, INC. JEFFERSON VALLEY RACQUET & FITNESS CLUB 401K | JEFFERSON VALLEY NY | 151 | $11.8M | $41K |
| 5 | CARITAS MANAGEMENT CORP. CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 198 | $4.2M | $31K |
