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 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $207K |
| 2 | ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS CA | 123 | $20.1M | $166K |
| 3 | SAUER BRANDS, INC. THE SAUER BRANDS, INC. 401(K) PROFIT SHARING PLAN & TRUST | RICHMOND VA | 927 |
| $68.9M |
| $67K |
| 4 | A.I.S., INC. A.I.S. PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 201 | $5.3M | $44K |
