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 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $996K |
| 2 | SONOMA MEDIA INVESTMENTS SONOMA MEDIA INVESTMENTS, LLC 401(K) PLAN | SANTA ROSA CA | 97 | $6.8M | $48K |
| 3 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $24K |
