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 | SHOCKEY COMPANIES 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES | WINCHESTER VA | 115 | $41.8M | $881K |
| 2 | BUSINESS IMPACT GROUP, LLC BUSINESS IMPACT GROUP 401(K) PLAN | CHANHASSEN MN | 96 | $5.9M | $44K |
| 3 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $12K |
| 4 |
| IDEAL OPTION PLLC IDEAL OPTION PLLC 401(K) PLAN |
PASCO WA |
| 707 |
| $10.7M |
| $8K |
