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 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $715K |
| 2 | THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK MCKISSACK & MCKISSACK 401(K) PLAN | NEW YORK NY | 124 | $8.9M | $424K |
| 3 | BULLFROG INTERNATIONAL, L.C. BULL FROG INTERNATIONAL, L.C. 401(K) PLAN | HERRIMAN UT | 529 | $11.2M |
| $192K |
