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 | THE PHILLIPS COLLECTION THE PHILLIPS COLLECTION TAX DEFERRED PLAN | WASHINGTON DC | 173 | $16.9M | $517K |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $441K |
| 3 | PNW METAL RECYCLING, INC. PNW METAL RECYCLING, INC PROFIT SHARING PLAN | CLACKAMAS OR | 114 | $7.4M | $285K |
| 4 |
| AOTCO METAL FINISHING LLC AOTCO METAL FINISHING LLC 401(K) PROFIT SHARING PLAN |
BILLERICA MA |
| 116 |
| $6.3M |
| $162K |
| 5 | BELLETETES, INC BELLETETE'S, INC. 401(K) PROFIT SHARING PLAN | JAFFREY NH | 273 | $36.4M | $32K |
| 6 | SWISSTEX CALIFORNIA, INC. SWISSTEX CALIFORNIA, INC. 401K PS PLAN | LOS ANGELES CA | 103 | $7.4M | $22K |
| 7 | FLORIDA COLLEGE, INC. FLORIDA COLLEGE, INC. RETIREMENT PLAN & TRUST | TEMPLE TERRACE FL | 199 | $8.9M | $7K |
