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 | MARSHALL DENNEHEY, P.C. MARSHALL DENNEHEY, P.C. SAVINGS & INVESTMENT PLAN | PHILADELPHIA PA | 1,091 | $267.6M | $4.1M |
| 2 | BCP MANAGEMENT SERVICES, LLC KINETIK 401(K) PLAN | HOUSTON TX | 466 | $27.8M | $592K |
| 3 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN | PHILADELPHIA PA | 267 | $47.0M | $591K |
| 4 |
| LMLC OPERATIONS LLC LMLC OPERATIONS LLC RETIREMENT PLAN AND TRUST |
BOZEMAN MT |
| 2,225 |
| $47.5M |
| $432K |
| 5 | AM PIERCE & ASSOCIATES, INC. AM PIERCE & ASSOCIATES 401(K) PLAN | CALIFORNIA MD | 144 | $12.5M | $375K |
