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 | FREEPOINT COMMODITIES LLC FREEPOINT COMMODITIES LLC 401(K) PLAN | STAMFORD CT | 395 | $100.5M | $6.9M |
| 2 | MOUNTVILLE MILLS, INC. MOUNTVILLE MILLS 401(K) PROFIT SHARING PLAN | LAGRANGE GA | 987 | $45.1M | $4.9M |
| 3 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $4.4M |
| 4 |
| MCGILL ASSOCIATES, P.A. MCGILL ASSOCIATES, P.A. PSP AND TRUST |
ASHEVILLE NC |
| 182 |
| $20.7M |
| $3.4M |
| 5 | TUCKAHOE HOLDINGS, LLC TUCKAHOE HOLDINGS 401(K) PLAN | RICHMOND VA | 2,291 | $33.9M | $3.0M |
| 6 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $2.4M |
| 7 | MCR INVESTORS LLC MCR 401(K) PLAN | DALLAS TX | 3,639 | $29.0M | $2.4M |
| 8 | INFINITY HOME SERVICES ACQUISITION, LLC INFINITY HOME SERVICES 401(K) P/S PLAN | BROOKFIELD WI | 925 | $17.9M | $1.6M |
| 9 | J. FRANK SCHMIDT & SON CO. J. FRANK SCHMIDT & SON CO. 401(K) PROFIT SHARING PLAN | BORING OR | 315 | $13.7M | $1.6M |
| 10 | GALLEHER LLC GALLEHER LLC 401(K) PROFIT SHARING PLAN | LIVONIA MI | 327 | $22.3M | $1.2M |
