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 | SCOTTMADDEN, INC. SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 216 | $80.1M | $2.3M |
| 2 | URBY, LLC URBY 401(K) PLAN | HOBOKEN NJ | 180 | $10.1M | $865K |
| 3 | FAMILY HEATING COMPANY INC FAMILY HEATING COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST | GARDEN CITY MI | 123 | $9.2M | $343K |
