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 | INDEPENDENCE BANCSHARES, INC. INDEPENDENCE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) | OWENSBORO KY | 417 | $87.0M | $902K |
| 2 | DM GROUP, INC. DM GROUP, INC. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 92 | $11.9M | $708K |
| 3 | WB ENGINEERS + CONSULTANTS INC. WB ENGINEERING & CONSULTING, PLLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 168 | $60.9M |
| $70K |
| 4 | DMI COMPANIES, INC. DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN | CHARLEROI PA | 161 | $29.9M | $46K |
| 5 | BEACH FRONT PROPERTY MANAGEMENT, INC. BEACH FRONT PROPERTY MANAGEMENT 401(K) PLAN | LONG BEACH CA | 269 | $1.1M | $3K |
