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 | OPERA SOLUTIONS LLC OPERA SOLUTIONS, LLC 401(K) PLAN | JERSEY CITY NJ | 106 | $7.5M | $1.9M |
| 2 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 99 | $25.6M | $363K |
| 3 | MADIX, INC. MADIX, INC. 401(K) PROFIT SHARING PLAN | TERRELL TX | 2,389 | $72.9M | $9K |
| 4 |
| CAMBRIDGE MANAGEMENT, INC. CAMBRIDGE MANAGEMENT, INC. 401(K) PLAN |
TACOMA WA |
| 239 |
| $5.9M |
| $2K |