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 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $1.9M |
| 2 | VELOCITY COMMERCIAL CAPITAL 401K PL VELOCITY COMMERCIAL CAPITAL, LLC | WESTLAKE VILLAGE CA | 289 | $22.2M | $619K |
