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 |
SEATTLE WA |
| 691 |
| $48.7M |
| $215K |
| 5 | BCI SOLUTIONS, INC. BCI SOLUTIONS, INC. 401(K) PLAN | BREMEN IN | 122 | $6.6M | $109K |
| 6 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $43K |
| 7 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $20K |