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 | FINANCE OF AMERICA EQUITY CAPITAL LLC FINANCE OF AMERICA COMPANIES 401(K) PLAN | PLANO TX | 743 | $152.2M | $3.0M |
| 2 | NTA, INC. NTA, INC. 401(K) PLAN | HUNTSVILLE AL | 216 | $84.8M | $2.1M |
| 3 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $1.4M |
| 4 |
| TOM MCLEOD SOFTWARE CORP. TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN |
BIRMINGHAM AL |
| 580 |
| $86.3M |
| $1.4M |
| 5 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BIRMINGHAM AL | 102 | $7.2M | $518K |
| 6 | DRAX BIOMASS INC. DRAX BIOMASS INC. 401(K) PLAN | MONROE LA | 494 | $26.1M | $388K |
| 7 | PROTRANS INTERNATIONAL, LLC PROTRANS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 685 | $23.9M | $71K |
| 8 | OAKS SENIOR LIVING, LLC OAKS SENIOR LIVING 401(K) PLAN | ALPHARETTA GA | 1,427 | $4.9M | $25K |
