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 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $28.2M |
| 2 | CONAIR LLC CONAIR LLC SAVINGS AND INVESTMENT PLAN | EAST WINDSOR NJ | 1,232 | $302.8M | $13.4M |
| 3 | VIKING YACHT COMPANY VIKING YACHT COMPANY RETIREMENT SAVINGS PLAN | NEW GRETNA NJ | 1,894 | $118.8M | $2.7M |
| 4 |
| RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN |
DENVER CO |
| 517 |
| $76.4M |
| $2.7M |
| 5 | MILES & STOCKBRIDGE P.C. MILES & STOCKBRIDGE RETIREMENT PLAN | BALTIMORE MD | 385 | $195.4M | $2.7M |
| 6 | REINICKE ATHENS INC. REINICKE ATHENS INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | ATHENS GA | 215 | $21.3M | $2.4M |
| 7 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $2.1M |
| 8 | YOKEM MOTORS, L.L.C. YOKEM MOTORS, LLC 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 127 | $11.5M | $1.9M |
| 9 | AUTOMATIONDIRECT.COM INC. AUTOMATIONDIRECT.COM 401(K) PLAN | CUMMING GA | 394 | $107.6M | $1.8M |
| 10 | AMCS GROUP, INC. AMCS GROUP, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 157 | $20.8M | $1.6M |
