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 | EDWARDS OIL, INC. EDWARDS OIL EMPLOYEES PROFIT SHARING & 401(K) PLAN | VIRGINIA MN | 142 | $5.7M | $230K |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $142K |
| 3 | SAVANA, INC. SAVANA, INC. 401(K) RETIREMENT PLAN | MALVERN PA | 85 | $9.2M | $67K |
| 4 |
| SKYKICK, LLC SKYKICK, LLC 401(K) PLAN |
SEATTLE WA |
| 229 |
| $15.2M |
| $27K |
| 5 | MORGAN FUEL & HEATING COMPANY, INC. MORGAN FUEL & HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TR | WAPPINGER FALLS NY | 254 | $14.1M | $16K |
