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 | OPPORTUNE LLP OPPORTUNE LLP 401(K) PLAN | HOUSTON TX | 261 | $25.7M | $226K |
| 2 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $189K |
| 3 | INDUSTRIAL PHYSICS, INC. INDUSTRIAL PHYSICS, INC. 401(K) PLAN | NEW ALBANY IN | 135 | $14.0M | $33K |
| 4 |
| R.W. MERCER COMPANY R.W. MERCER CO. 401(K) PROFIT SHARING PLAN |
JACKSON MI |
| 155 |
| $11.2M |
| $5K |
