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 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN | NEW YORK NY | 147 | $103.8M | $4.8M |
| 2 | MILLENNIUM SPACE SYSTEMS, INC. MILLENNIUM SPACE SYSTEMS, INC. 401(K) PLAN | EL SEGUNDO CA | 984 | $72.9M | $2.8M |
| 3 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $2.3M |
| 4 |
| TOWER ENERGY GROUP TOWER ENERGY GROUP 401K PLAN |
TORRANCE CA |
| 131 |
| $15.8M |
| $1.5M |
| 5 | US AUTO TRUST NEWPORT BEACH, LLC DBA ASTON MARTIN NEWPORT BEACH US AUTO TRUST 401(K) PLAN | LOS ANGELES CA | 344 | $12.6M | $475K |
| 6 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $388K |
| 7 | WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 129 | $23.6M | $382K |
| 8 | SEBASTIAN ENTERPRISES, INC. SEBASTIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | KERMAN CA | 133 | $16.8M | $84K |
