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 | LETTUCE ENTERTAIN YOU ENTERPRISES, INC. LETTUCE ENTERTAIN YOU EMPLOYEE SAVINGS PLAN | CHICAGO IL | 5,751 | $66.7M | $5.2M |
| 2 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $4.3M |
| 3 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN | HOWELL MI | 247 | $19.9M | $1.6M |
| 4 |
| EXPLORE CHARTER SCHOOLS OF BROOKLYN EXPLORE CHARTER SCHOOLS OF BROOKLYN 403(B) PLAN |
BROOKLYN NY |
| 208 |
| $9.8M |
| $980K |
| 5 | ADVANCED CARDIOVASCULAR SPECIALISTS LLC ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN | SHREVEPORT LA | 104 | $47.2M | $247K |
