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 | INDEPENDENT FINANCIAL GROUP, LLC INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN | SAN DIEGO CA | 93 | $9.4M | $853K |
| 2 | SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM MO | 147 | $8.4M | $611K |
| 3 | BENCHMARK BANK BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST | PLANO TX | 169 | $26.6M | $587K |
| 4 |
| AVENU INSIGHTS & ANALYTICS, LLC AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN |
CENTREVILLE VA |
| 620 |
| $65.1M |
| $170K |
| 5 | HAYSTACKID, LLC HAYSTACKID, LLC RETIREMENT PLAN | BOSTON MA | 301 | $20.1M | $168K |
