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 | JENSEN U.S.A. JENSEN USA, INC. 401(K) PLAN | PANAMA CITY FL | 142 | $14.4M | $939K |
| 2 | EQUITY SETTLEMENT SERVICES INC EQUITY SETTLEMENT SERVICES INC 401(K) PLAN | SMITHTOWN NY | 178 | $8.2M | $641K |
| 3 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE CA | 169 | $19.5M | $614K |
| 4 |
| QUEST RESOURCE MANAGEMENT GROUP, QUEST RESOURCE MANAGEMENT GROUP, LLC 401(K) PLAN |
THE COLONY TX |
| 211 |
| $9.1M |
| $237K |
| 5 | POTOMACWAVE CONSULTING POTOMACWAVE CONSULTING 401K | ALEXANDRIA VA | 148 | $11.5M | $235K |