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 | JAKE'S, INC. JAKE'S, INC. EMPLOYEES' PROFIT SHARING PLAN | HOUSTON TX | 186 | $12.7M | $2.3M |
| 2 | HOPEDALE MEDICAL FOUNDATION HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN | HOPEDALE IL | 284 | $11.9M | $1.6M |