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. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $606K |
| 2 | TERREBONNE MOTOR COMPANY, INC. BARKER AUTOMOTIVE FAMILY EMPLOYEE SAVINGS AND RETIREMENT PLAN | HOUMA LA | 233 | $19.6M | $488K |
| 3 | CONCORD MUSIC GROUP, INC CONCORD 401(K) PLAN | LOS ANGELES CA | 494 | $56.0M | $70K |
| 4 |
| S. MARTINELLI & COMPANY S. MARTINELLI & COMPANY RETIREMENT PLAN |
WATSONVILLE CA |
| 123 |
| $21.5M |
| $4K |
