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 | STAFF-LINE, INC. DBA ETHAN ALLEN HR SERVICES ETHAN ALLEN HR SERVICES RETIREMENT SAVINGS PLAN | POUGHKEEPSIE NY | 1,234 | $48.4M | $2.6M |
| 2 | PRIMROSE HOLDINGS LLC PRIMROSE HOLDINGS LLC 401K PLAN | ATLANTA GA | 157 | $16.4M | $994K |
| 3 | OPTIMUS HEALTH CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. | BRIDGEPORT CT | 356 | $28.6M | $977K |
| 4 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT TECHNICAL SERVICES 401(K) PS PLAN & TRUST | HOUSTON TX | 541 | $50.8M | $936K |
| 5 | LEE BANK LEE BANK 401(K) PLAN | LEE MA | 121 | $19.5M | $886K |
