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 | SUCCESSION CAPITAL, INC. SUCCESSION CAPITAL, INC. 401(K) PLAN | LA JOLLA CA | 615 | $25.4M | $404K |
| 2 | D & L APPLIANCE PARTS COMPANY, INC. D & L APPLIANCE PARTS 401(K) PLAN | CHARLOTTE NC | 192 | $12.0M | $292K |
