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 | BROWN GIBBONS LANG & COMPANY LLC BROWN GIBBONS LANG & CO LLC 401K SAVINGS PLAN | CLEVELAND OH | 153 | $25.2M | $950K |
| 2 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $622K |
| 3 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $349K |
| 4 | INIT INNOVATIONS IN TRANSPORTATION, INC. INIT INNOVATIONS IN TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 150 | $16.3M | $72K |
