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 | TEAGUE NALL AND PERKINS, INC TEAGUE NALL AND PERKINS, INC 401(K) RETIREMENT PLAN | FORT WORTH TX | 236 | $38.9M | $1.1M |
| 2 | THE PHILLIPS COLLECTION THE PHILLIPS COLLECTION TAX DEFERRED PLAN | WASHINGTON DC | 173 | $16.9M | $851K |
| 3 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $845K |
| 4 |
| H & P TECHNOLOGIES, INC. H & P TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN |
WARREN MI |
| 169 |
| $21.4M |
| $365K |
| 5 | PORT ROYAL CLUB, INC. PORT ROYAL CLUB, INC. 401(K) PLAN | NAPLES FL | 41 | $7.4M | $322K |
| 6 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $10K |
