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 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $1.9M |
| 2 | RIA FEDERAL CREDIT UNION RIA FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | BETTENDORF IA | 130 | $9.9M | $326K |
