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 | VELOCITY COMMERCIAL CAPITAL 401K PL VELOCITY COMMERCIAL CAPITAL, LLC | WESTLAKE VILLAGE CA | 289 | $22.2M | $1.9M |
| 2 | BRIGHTVIEW, LLC BRIGHTVIEW, LLC 401(K) PLAN | CINCINNATI OH | 728 | $21.2M | $775K |
| 3 | UNITED ODD FELLOW AND REBEKAH HOME REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN | BRONX NY | 99 | $10.0M | $141K |
| 4 |
| FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) |
LAWRENCEVILLE NJ |
| 592 |
| $57.1M |
| $136K |
