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 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $8.4M |
| 2 | CYNOSURE, LLC CYNOSURE, LLC 401(K) PLAN | WESTFORD MA | 409 | $39.8M | $3.4M |
| 3 | 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND AND AFFILIATED ORGANIZATIONS 401(K) PLAN | NEW YORK NY | 1,521 | $114.7M | $3.0M |
| 4 |
| MARKET STREET BANCSHARES, INC. MARKET STREET BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
MOUNT VERNON IL |
| 260 |
| $46.8M |
| $2.7M |
| 5 | ZENO MANAGEMENT, INC. ZENO MANAGEMENT, INC. 401(K) PLAN | SAN DIEGO CA | 164 | $22.3M | $2.5M |
| 6 | TARIAN GROUP, LLC TARIAN 401K PLAN | DENVER CO | 6,875 | $8.7M | $1.3M |
| 7 | EVOLVE IP, LLC EVOLVE IP, LLC 401(K) PLAN | WAYNE PA | 141 | $0 | $822K |
| 8 | PRO*ACT, LLC PRO*ACT, LLC 401(K) PLAN | MONTEREY CA | 82 | $9.4M | $721K |
| 9 | ECOLE BILINGUE ECOLE BILINGUE RETIREMENT PLAN | BERKELEY CA | 112 | $26.8M | $617K |
| 10 | SKY VENTURE MANAGEMENT, LLC IFLY 401(K) PLAN | AUSTIN TX | 617 | $13.1M | $512K |
