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 | ABELSON-TAYLOR, INC. ABELSON-TAYLOR, INC. PROFIT SHARING PLAN | CHICAGO IL | 203 | $70.1M | $6.4M |
| 2 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $115K |
| 3 | UNITED BUSINESS BANK UNITED BUSINESS BANK 401(K) PLAN | WALNUT CREEK CA | 302 | $30.5M | $111K |
| 4 |
| APPRIO, INC. APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST |
WASHINGTON DC |
| 156 |
| $10.1M |
| $35K |
