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 | $3.0M |
| 2 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $2.6M |
| 3 | RTS HOLDING, INC., A DELAWARE CORPORATION RTS HOLDING, INC. 401(K) PLAN | NEW YORK NY | 90 | $4.5M | $51K |
| 4 |
| ALEXANDER YOUTH NETWORK ALEXANDER YOUTH NETWORK 401(K) PROFIT SHARING PLAN |
CHARLOTTE NC |
| 416 |
| $14.7M |
| $10K |
