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 | NOVAK FRANCELLA LLC NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 141 | $24.1M | $1.6M |
| 2 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $1.0M |
| 3 | RLJ LODGING TRUST, L.P. RLJ LODGING TRUST, L.P. 401(K) PLAN | BETHESDA MD | 72 | $25.4M | $737K |
| 4 |
| SHEET METAL WORKERS LOCAL 33 SHEET METAL WORKERS' LOCAL 33 PROFIT SHARING ANNUITY PLAN |
PARMA OH |
| 3,973 |
| $176.5M |
| $690K |
| 5 | ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES FL | 172 | $8.3M | $415K |
| 6 | REITER AFFILIATED COMPANIES, LLC REITER AFFILIATED COMPANIES 401(K) PLAN | OXNARD CA | 656 | $53.5M | $135K |
| 7 | SAXTON & STUMP, LLC SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN | LANCASTER PA | 155 | $21.5M | $94K |
| 8 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $82K |
