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 | WIKA HOLDING LP WIKA RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 867 | $102.1M | $2.9M |
| 2 | WALLACE, MONTGOMERY & ASSOCIATES WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 223 | $44.8M | $2.2M |
| 3 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN | BOSTON MA | 902 | $104.6M | $1.2M |
| 4 |
| BEVERAGE MARKETING USA, INCORPOR ARIZONA ICED TEA 401(K) PLAN |
WOODBURY NY |
| 1,342 |
| $93.0M |
| $1.2M |
| 5 | FINDLAY MANAGEMENT GROUP FINDLAY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON NV | 2,516 | $77.4M | $922K |
