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 | 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 | $425K |
| 2 | COMPASS HEALTH CENTER, PLLC COMPASS HEALTH CENTER, PLLC 401(K) PLAN | NORTHBROOK IL | 704 | $23.6M | $306K |
| 3 | SK SILTRON CSS, LLC SK SILTRON CSS 401(K) RETIREMENT PLAN | BAY CITY MI | 265 | $15.4M |
| $260K |
| 4 | SYMPHONY COMMUNICATION SERVICES LLC SYMPHONY 401(K) PLAN | NEW YORK NY | 128 | $14.4M | $101K |
| 5 | SAMARITAN DAYTOP VILLAGE, INC. SAMARITAN VILLAGE, INC. RETIREMENT PLAN | JAMAICA NY | 1,375 | $49.8M | $77K |
| 6 | ASCEND PARTNER SERVICES, LLC ASCEND PARTNER SERVICES, LLC 401(K) PLAN | ARLINGTON VA | 956 | $53.2M | $69K |
| 7 | DIAZ, ANSELMO, & ASSOCIATES, P.A.. DIAZ ANSELMO & ASSOCIATES 401(K) PLAN | PLANTATION FL | 141 | $5.9M | $66K |
| 8 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $58K |
| 9 | SNAK-KING LLC SNAK-KING LLC 401(K) PROFIT SHARING PLAN | INDUSTRY CA | 515 | $13.6M | $12K |
| 10 | HIGHBURY DEFENSE GROUP HIGHBURY DEFENSE GROUP 401(K) PLAN | SAN DIEGO CA | 188 | $13.5M | $12K |
