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 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $15.3M |
| 2 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $8.2M |
| 3 | CYRUSONE LLC CYRUSONE 401(K) SAVINGS PLAN | DALLAS TX | 480 | $64.4M | $5.7M |
| 4 |
| RYZE CLAIM SOLUTIONS LLC RYZE CLAIM SOLUTIONS 401(K) PLAN |
NOBLESVILLE IN |
| 182 |
| $14.9M |
| $2.1M |
| 5 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $1.7M |
| 6 | INTRADO LIFE & SAFETY, INC. INTRADO 401(K) PLAN | LONGMONT CO | 744 | $92.5M | $830K |
| 7 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $743K |
| 8 | TACHUS OPERATING LLC TACHUS OPERATING LLC 401(K) PLAN | THE WOODLANDS TX | 166 | $3.2M | $525K |
| 9 | PHOENIX TACO LLC PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST | MORGANTON NC | 659 | $4.1M | $388K |
| 10 | VANTAGE BANK TEXAS VANTAGE BANK TEXAS 401(K) PLAN | SAN ANTONIO TX | 481 | $44.9M | $377K |
