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 | GISH, SHERWOOD & FRIENDS, INC. GISH, SHERWOOD & FRIENDS, INC. EMPLOYEE SAVINGS PLAN | NASHVILLE TN | 71 | $9.8M | $42K |
| 2 | INVALUABLE LLC INVALUABLE LLC 401(K) PLAN | BOSTON MA | 61 | $10.3M | $22K |