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 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $38.7M |
| 2 | ST. JOHN PROPERTIES, INC. ST. JOHN PROPERTIES 401(K) RETIREMENT PLAN | BALTIMORE MD | 248 | $54.3M | $16.0M |
| 3 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $8.4M |
| 4 |
| CHRISTY SPORTS, LLC CHRISTY SPORTS LLC 401(K) PROFIT SHARING PLAN |
LAKEWOOD CO |
| 407 |
| $18.9M |
| $6.8M |
| 5 | BARNUM ACQUISITION, LLC H. H. BARNUM COMPANY 401(K) PROFIT SHARING PLAN | BRIGHTON MI | 275 | $38.4M | $6.8M |