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 | CAPITAL RX CAPITAL RX 401(K) PLAN | NEW YORK CITY NY | 792 | $20.2M | $2.9M |
| 2 | INSTITUTE OF MANAGEMENT ACCOUNTANTS INC INSTITUTE OF MANAGEMENT ACCOUNTANTS EMPLOYEES' RETIREMENT PLAN | MONTVALE NJ | 77 | $20.5M | $1.0M |
