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 | DS HOPKINS HOLDINGS LLC DS HOPKINS HOLDINGS LLC DBA COUNCIL ADVISORS 401(K) PLAN | NEW YORK NY | 146 | $37.4M | $1.0M |
| 2 | ACE MART RESTAURANT SUPPLY CO. ACE MART RESTAURANT SUPPLY CO 401(K) PLAN | SAN ANTONIO TX | 264 | $21.9M | $832K |
| 3 | G. H. SMART & COMPANY, LLC G. H. SMART & COMPANY, LLC 401(K) PS PLAN & TRUST | CHICAGO IL | 130 | $29.7M | $472K |
| 4 | ROGUE VALLEY PHYSICIANS, P.C. ROGUE VALLEY PHYSICIANS, P.C. 401(K) PLAN | MEDFORD OR | 99 | $20.0M | $463K |
| 5 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | FORT MILL SC | 201 | $24.5M | $461K |
