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 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN | WALNUT CREEK CA | 1,484 | $214.6M | $369K |
| 2 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $346K |
| 3 | BASIS GLOBAL TECHNOLOGIES, INC. BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 708 | $98.4M | $326K |
| 4 |
| A. J. LETIZIO SALES & MARKETING, INC. A. J. LETIZIO SALES & MARKETING, INC. 401(K) PLAN |
WINDHAM NH |
| 128 |
| $16.8M |
| $166K |
| 5 | SOFTSERVE, INC. SOFTSERVE, INC. 401(K) PLAN | FORT MYERS FL | 285 | $25.9M | $166K |
