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 |
| 6 | FESTIVAL FUN PARKS, LLC PALACE ENTERTAINMENT 401(K) PLAN | HOMESTEAD PA | 795 | $31.9M | $149K |
| 7 | AXTELLA, LLC AXTELLA, LLC 401(K) PLAN | ANN ARBOR MI | 146 | $16.1M | $146K |
| 8 | OAKLAND MANAGEMENT CORP OAKLAND MANAGEMENT TAX-DEFERRED SAVINGS PLAN | FARMINGTON HILLS MI | 1,005 | $19.6M | $137K |
| 9 | SOUTHERN STATES AUTOMOTIVE MGMT. GROUP LLC SOUTHERN STATES AUTOMOTIVE MGMT. GROUP LLC 401(K) PLAN | RALEIGH NC | 166 | $5.7M | $125K |
| 10 | TFP CORPORATION TFP CORPORATION 401(K) RETIREMENT PLAN | MEDINA OH | 164 | $19.8M | $106K |
