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 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $860K |
| 2 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $39K |
| 3 | SYNERGY ORTHOPEDIC SPECIALISTS, INC. SYNERGY ORTHOPEDIC SPECIALISTS, INC. 401(K) PLAN | SAN DIEGO CA | 170 | $6.2M | $30K |
| 4 | REVISION COLLECTIVE INC. REVISION COLLECTIVE INC. 401(K) PLAN | CINCINNATI OH | 86 | $8.2M | $13K |
| 5 | VALTRONIC TECHNOLOGIES (USA) INC. VALTRONIC TECHNOLOGIES (USA) INC. RETIREMENT SAVINGS PLAN | SOLON OH | 105 | $4.2M | $3K |
