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 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $6.2M |
| 2 | UNITED OVERSEAS HOLDINGS, INC. TAJ HOTELS RETIREMENT SAVINGS PROGRAM | NEW YORK NY | 207 | $27.0M | $3.8M |
| 3 | EDLIN GALLAGHER HUIE & BLUM LLP EDLIN GALLAGHER HUIE & BLUM LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 52 | $15.6M | $1.2M |
| 4 |
| SIMCO ELECTRONICS SIMCO PROFIT SHARING 401(K) PLAN |
SANTA CLARA CA |
| 320 |
| $26.8M |
| $784K |
| 5 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 200 | $7.0M | $488K |
