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 | HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST | DALLAS TX | — | $652.7M | $9.9M |
| 2 | PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN | PORTLAND ME | 182 | $127.6M | $3.2M |
| 3 | AGILITECH AGILITECH 401K PROFIT SHARING PLAN | BAKERSFIELD CA | 89 | $12.4M | $1.6M |
| 4 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $729K |
| 5 | EVERGREEN TREATMENT SERVICES EVERGREEN TREATMENT SERVICES 403(B) PLAN | SEATTLE WA | 316 | $13.0M | $280K |
