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 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $7.1M |
| 2 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $58K |