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 | LEISTRITZ ADVANCED TECHNOLOGIES CORP. LEISTRITZ ADVANCED TECHNOLOGIES CORP. RETIREMENT PLAN | ALLENDALE NJ | 0 | $17.2M | $830K |
| 2 | D.F. KING & CO., INC. D.F. KING & CO., INC. PENSION PLAN | NEW YORK NY | 12 | $14.2M | $385K |
| 3 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $334K |
| 4 |
| BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN |
NEW YORK NY |
| 503 |
| $89.4M |
| $83K |
| 5 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $77K |
| 6 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $70K |
| 7 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $38K |
| 8 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $37K |
| 9 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $37K |
| 10 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $29K |