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 | TAYLOR-LISTUG, INC. DBA TAYLOR GUITARS TAYLOR GUITARS SAVING AND RETIREMENT PLAN | EL CAJON CA | 413 | $59.8M | $1.5M |
| 2 | UNITED CLAIM SOLUTIONS, LLC VALENZ 401(K) RETIREMENT SAVINGS PLAN | WAYNE PA | 528 | $13.5M | $379K |
| 3 | VELOCITY COMMERCIAL CAPITAL 401K PL VELOCITY COMMERCIAL CAPITAL, LLC | WESTLAKE VILLAGE CA | 289 | $22.2M | $170K |
