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 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $3.0M |
| 2 | MAZZETTI 401(K) PLAN MAZZETTI, INC. | SAN FRANCISCO CA | 223 | $42.0M | $768K |
| 3 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $277K |
| 4 |
| UN1F1ED2 GLOBAL PACKAGING GROUP UN1F1ED2 GLOBAL PACKAGING GROUP 401(K) PROFIT SHARING PLAN AND TRUST |
SUTTON MA |
| 1,031 |
| $38.7M |
| $74K |
| 5 | CHARLES BARKER LUXURY IMPORTS, INC. CHARLES BARKER LUXURY IMPORTS, INC. 401K PROFIT SHARING PLAN | VIRGINIA BEACH VA | 109 | $14.0M | $24K |
| 6 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $21K |
| 7 | YNAP CORPORATION YNAP 401(K) SAVINGS PLAN | MAHWAH NJ | 554 | $25.3M | $11K |
| 8 | ZIPS CAR WASH, LLC ZIPS CARWASH 401(K) RETIREMENT SAVINGS PLAN | PLATO TX | 2,097 | $3.2M | $10K |
| 9 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $7K |
