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 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $248K |
| 2 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $41K |
| 3 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN | HOUSTON TX | 122 | $15.7M |
| $20K |
