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 | UNIVERSITY FEDERAL CREDIT UNION UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | AUSTIN TX | 749 | $126.6M | $12.6M |
| 2 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $12.0M |
| 3 | ELH MGMT LLC ELH MGMT LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 123 | $2.4M | $1.9M |
| 4 | LOW INCOME INVESTMENT FUND LOW INCOME INVESTMENT FUND 401K PLAN | SAN FRANCISCO CA | 148 | $20.6M | $1.7M |
