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 | $505K |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $465K |
| 3 | STANDARD HEATING & AIR CONDITIONING, INC. STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 117 | $21.4M | $376K |
| 4 |
| METROPOLITAN ENTERTAINMENT & CONVENTION AUTHORITY MECA 401(K) PROFIT SHARING PLAN |
OMAHA NE |
| 110 |
| $9.7M |
| $343K |
| 5 | CRESTEK, INC AND SUBSIDIARIES FKA CREST ULTRASONICS CRESTEK DEFERRED SAVINGS PLAN FKA CREST UTHE DEFERRED SAVINGS PLAN | EWING NJ | 122 | $8.1M | $270K |
