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 | CARRIAGE FUNERAL HOLDINGS, INC. CARRIAGE SERVICES 401(K) PLAN | HOUSTON TX | 2,312 | $98.9M | $14.3M |
| 2 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST | EVERETT WA | 171 | $12.0M | $619K |
| 3 | AGILE PHYSICAL THERAPY, INC. AGILE 401(K) PLAN | PALO ALTO CA | 198 | $24.7M | $440K |
| 4 |
| AURORA SOLAR, INC. AURORA SOLAR, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 353 |
| $25.7M |
| $267K |
| 5 | EQUUS HOLDINGS, INC. EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 139 | $25.4M | $189K |
| 6 | DEJ HOLDINGS, LLC DEJ HOLDINGS, LLC 401(K) PLAN | MOORESVILLE NC | 137 | $13.1M | $141K |
