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 | CURREY & COMPANY, INC. CURREY & COMPANY, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 110 | $16.2M | $795K |
| 2 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN | DALLAS TX | 988 | $19.2M | $768K |
| 3 | GOLDEN SVCS, LLC GOLDEN SVCS, LLC 401(K) PLAN & TRUST | OAK RIDGE TN | 665 | $16.0M | $603K |
| 4 |
| COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN |
COLUMBUS OH |
| 787 |
| $12.5M |
| $559K |
| 5 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $532K |
| 6 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN | NEW YORK NY | 293 | $42.5M | $330K |
| 7 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $306K |
| 8 | NEWSMAX MEDIA, INC. NEWSMAX MEDIA 401(K) PLAN | BOCA RATON FL | 390 | $17.9M | $161K |
| 9 | DELLINGER MANAGEMENT SERVICES, LLC DELLINGER GROUP PROFIT SHARING PLAN | CARTERSVILLE GA | 49 | $28.8M | $150K |
| 10 | MAPLES INDUSTRIES, INC. MAPLES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSBORO AL | 567 | $18.1M | $127K |
