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 | OPPORTUNE LLP OPPORTUNE LLP 401(K) PLAN | HOUSTON TX | 261 | $25.7M | $3.5M |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $1.0M |
| 3 | TFP CORPORATION TFP CORPORATION 401(K) RETIREMENT PLAN | MEDINA OH | 164 | $19.8M | $964K |
| 4 |
| EDWARDS BUSINESS MACHINES, INC. EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN |
WYOMISSING PA |
| 134 |
| $13.6M |
| $913K |
| 5 | CISCO-EAGLE, INC. CISCO-EAGLE, INC. 401(K) SAVINGS PLAN | TULSA OK | 120 | $16.3M | $704K |
