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 | OUTTEN & GOLDEN LLP OUTTEN & GOLDEN LLP 401(K) PLAN | NEW YORK NY | 130 | $30.0M | $1.4M |
| 2 | ORGANON LLC ORGANON U.S. SAVINGS PLAN | JERSEY CITY NJ | 1,762 | $324.1M | $439K |
| 3 | APPLEGREEN COMPANIES APPLEGREEN US RETIREMENT PLAN | LEXINGTON SC | 11,315 | $20.3M | $362K |
| 4 |
CHERRY HILL NJ |
| 517 |
| $85.4M |
| $337K |
| 5 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $233K |
| 6 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $145K |
| 7 | COALFIRE SYSTEMS, INC. COALFIRE SYSTEMS, INC. 401(K) PLAN | CHICAGO IL | 951 | $111.7M | $128K |
| 8 | SGI, INC. SGI, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 142 | $15.2M | $124K |
| 9 | THE LIGHTSTONE GROUP, LLC THE LIGHTSTONE GROUP, LLC 401(K) PLAN | NEW YORK NY | 564 | $40.4M | $113K |
| 10 | O'NEAL, INC. O'NEAL, INC. 401(K) PLAN AND TRUST | GREENVILLE SC | 95 | $36.9M | $93K |
