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 | HERTZ INVESTMENT GROUP, INC. HERTZ INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND T | SHERMAN OAKS CA | 118 | $13.9M | $654K |
| 2 | O & K AMERICAN CORP. O & K AMERICAN CORP. 401(K) SAVINGS & INVESTMENT PLAN | CHICAGO IL | 141 | $8.6M | $319K |