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 | FREIXENET SONOMA CAVES, INC. FREIXENET SONOMA CAVES, INC. PROFIT SHARING PLAN | SONOMA CA | 164 | $19.2M | $196K |
| 2 | LONGBRIDGE FINANCIAL LLC LONGBRIDGE FINANCIAL LLC 401(K) PROFIT SHARING PLAN | PARAMUS NJ | 411 | $21.8M | $35K |
| 3 | INDELIBLE MANAGEMENT SOLUTIONS, INC. INDELIBLE SOLUTIONS 401(K) PLAN | JACKSONVILLE FL | 102 | $3.5M | $3K |
