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 | NEW DIRECTIONS YOUTH AND FAMILY SERVICES, INC. NEW DIRECTIONS YOUTH AND FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | LOCKPORT NY | 465 | $15.7M | $209K |
| 2 | EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 576 | $7.8M | $113K |
| 3 | FOGELMAN PROPERTIES FOGELMAN PROPERTIES 401(K) PLAN | MEMPHIS TN | 611 | $23.0M |
| $66K |
| 4 | CYPRESS HCM INC. CYPRESS HCM INC 401(K) PROFIT SHARING PLAN AND TRUST | WALNUT CREEK CA | 286 | $8.6M | $24K |