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 | SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE PA | 394 | $38.4M | $1.2M |
| 2 | TED BRITT FORD SALES, INC. TED BRITT FORD SALES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 318 | $29.8M | $567K |
| 3 | RAINFOREST ALLIANCE INC. RAINFOREST ALLIANCE 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 91 | $18.6M | $554K |
| 4 | DEPATIE FLUID POWER COMPANY DEPATIE FLUID POWER COMPANY EMPLOYEE 401(K) PLAN | PORTAGE MI | 242 | $15.5M | $492K |
| 5 | PELLA MID-ATLANTIC INC. PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 183 | $19.1M | $479K |
