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 | NEWPORT GROUP, INC. QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN | FOLSOM CA | 1,212 | $17.9M | $1.5M |
| 2 | UNIPRES U.S.A., INC. UNIPRES 401(K) RETIREMENT PLAN | PORTLAND TN | 668 | $31.6M | $199K |
| 3 | INSTITUTE OF MANAGEMENT ACCOUNTANTS INC INSTITUTE OF MANAGEMENT ACCOUNTANTS EMPLOYEES' RETIREMENT PLAN | MONTVALE NJ | 77 | $20.5M | $47K |
| 4 |
| SPICER JEFFRIES & CO LLP SPICER JEFFRIES & CO LLP 401(K) PROFIT SHARING PLAN & TRUST |
DENVER CO |
| 97 |
| $5.3M |
| $15K |
