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 | TUCKAHOE HOLDINGS, LLC TUCKAHOE HOLDINGS 401(K) PLAN | RICHMOND VA | 2,291 | $33.9M | $4.7M |
| 2 | MOUNTVILLE MILLS, INC. MOUNTVILLE MILLS 401(K) PROFIT SHARING PLAN | LAGRANGE GA | 987 | $45.1M | $3.3M |
| 3 | INFINITY HOME SERVICES ACQUISITION, LLC INFINITY HOME SERVICES 401(K) P/S PLAN | BROOKFIELD WI | 925 | $17.9M | $2.3M |
| 4 |
| MCR INVESTORS LLC MCR 401(K) PLAN |
DALLAS TX |
| 3,639 |
| $29.0M |
| $2.2M |
| 5 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $2.1M |
| 6 | MCGILL ASSOCIATES, P.A. MCGILL ASSOCIATES, P.A. PSP AND TRUST | ASHEVILLE NC | 182 | $20.7M | $2.1M |
| 7 | OCI HOLDINGS, LLC OCI HOLDINGS 401(K) PLAN | DALLAS TX | 441 | $6.7M | $1.9M |
| 8 | KW PROPERTY MANAGEMENT LLC KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 1,922 | $25.3M | $1.5M |
| 9 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $1.5M |
| 10 | J. FRANK SCHMIDT & SON CO. J. FRANK SCHMIDT & SON CO. 401(K) PROFIT SHARING PLAN | BORING OR | 315 | $13.7M | $1.5M |
