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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $1.5M |
| 2 | KOSTAL OF AMERICA INC. KOSTAL OF AMERICA, INC. 401(K) PLAN | TROY MI | 483 | $87.6M | $713K |
| 3 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN | FREDERICK MD | 155 | $5.5M | $76K |
| 4 |
| SCHWARTZ & ASSOCIATES, P. A. SCHWARTZ & ASSOCIATES, P.A. 401(K) SALARY SAVINGS PLAN |
JACKSON MS |
| 114 |
| $9.0M |
| $66K |
| 5 | DGMB CASINO, LLC RESORTS CASINO HOTEL 401(K) PLAN | ATLANTIC CITY NJ | 642 | $12.1M | $48K |
| 6 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE WI | 687 | $23.7M | $14K |
