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 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $879K |
| 2 | HOCKADAY SCHOOL INC. HOCKADAY SCHOOL DEFINED CONTRIBUTION PLAN | DALLAS TX | 254 | $106.7M | $765K |
| 3 | INNOVATIVE SYSTEMS, LLC INNOVATIVE SYSTEMS, LLC 401(K) PLAN | MITCHELL SD | 202 | $46.5M | $448K |
| 4 |
| PERSPECTIVES CORPORATION PERSPECTIVES CORPORATION 401K SAVINGS PLAN |
NORTH KINGSTOWN RI |
| 433 |
| $27.5M |
| $391K |
| 5 | PERTEET, INC. PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN | EVERETT WA | 128 | $19.4M | $296K |
