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 | MCCORD'S VANCOUVER AUTO CENTER, INC. TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 205 | $9.5M | $159K |
| 2 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $102K |
| 3 | HARBER-LAMAN, LLC HARBER-LAMAN MANAGEMENT COMPANY 401(K) PLAN | ALAMO TN | 306 |
| $4.3M |
| $77K |
| 4 | CODILIS & ASSOCIATES, P.C. CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN | BURR RIDGE IL | 293 | $37.2M | $28K |
