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 | $2.5M |
| 2 | CYNOSURE, LLC CYNOSURE, LLC 401(K) PLAN | WESTFORD MA | 409 | $39.8M | $1.9M |
| 3 | SKY VENTURE MANAGEMENT, LLC IFLY 401(K) PLAN | AUSTIN TX | 617 | $13.1M | $1.7M |
| 4 |
SAN DIEGO CA |
| 164 |
| $22.3M |
| $1.0M |
| 5 | EVOLVE IP, LLC EVOLVE IP, LLC 401(K) PLAN | WAYNE PA | 141 | $0 | $716K |
