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 | COMMUNICATION INNOVATIONS LLC COMMUNICATION INNOVATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | FITCHBURG WI | 130 | $4.1M | $1.1M |
| 2 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $587K |
| 3 | TOTAL INDUSTRIES TOTAL INDUSTRIES | LIVERMORE CA | 213 | $20.2M | $271K |
| 4 |
| STRACK, INCORPORATED STRACK, INC. 401(K) PROFIT SHARING PLAN |
FAIRBURN GA |
| 284 |
| $14.7M |
| $73K |
| 5 | HOOD & STRONG LLP HOOD & STRONG 401(K) PLAN | SAN FRANCISCO CA | 112 | $56.2M | $17K |
| 6 | EASTMAN MUSIC COMPANY EASTMAN MUSIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST | POMONA CA | 211 | $10.0M | $8K |
| 7 | STERN & EISENBERG, PC STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST | WARRINGTON PA | 98 | $5.7M | $4K |
