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 | $1.6M |
| 2 | CCRM MANAGEMENT COMPANY, LLC CCRM FERTILITY NETWORK 401(K) PLAN | LONE TREE CO | 1,396 | $76.8M | $720K |
| 3 | CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | CHARLOTTE NC | 1,029 | $84.6M |
| $391K |
| 4 | TAVISTOCK CORPORATION TAVISTOCK 401(K) PLAN | WINDERMERE FL | 667 | $43.0M | $45K |
