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 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN | AMHERST NY | 147 | $22.8M | $2.1M |
| 2 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN | BUFFALO NY | 2,614 | $14.1M | $431K |
| 3 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $341K |
| 4 |
| LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN |
SEATTLE WA |
| 691 |
| $48.7M |
| $215K |
| 5 | BCI SOLUTIONS, INC. BCI SOLUTIONS, INC. 401(K) PLAN | BREMEN IN | 122 | $6.6M | $109K |
