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 | DAVID LERNER ASSOCIATES, INC. DAVID LERNER ASSOCIATES, INC. 401K PLAN | SYOSSET NY | 163 | $59.1M | $9.6M |
| 2 | RADIFI FEDERAL CREDIT UNION RADIFI FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 115 | $6.5M | $804K |
