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 | CASK NX LLC CASK NX LLC 401(K) PLAN | SAN DIEGO CA | 262 | $24.9M | $2.6M |
| 2 | THE UNION LEAGUE CLUB THE UNION LEAGUE CLUB 401(K) PLAN | NEW YORK NY | 121 | $10.6M | $1.6M |
| 3 | THE SYSTEMS GROUP THE SYSTEMS GROUP 401(K) AND PROFIT SHARING PLAN | EL DORADO AR | 1,052 | $23.6M | $900K |
| 4 |
JACKSONVILLE FL |
| 119 |
| $17.7M |
| $522K |
| 5 | RICHMOND EYE & EAR HEALTHCARE ALLIANCE, INC. RICHMOND EYE & EAR HEALTHCARE ALLIANCE, INC. 401(K) PLAN | RICHMOND VA | 181 | $17.9M | $282K |
