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 | AMERICAN MESSAGING SERVICES, LLC AMERICAN MESSAGING SAVINGS PLAN | LEWISVILLE TX | 79 | $26.5M | $3.6M |
| 2 | MENTAL HEALTH CARE, INC. MENTAL HEALTH CARE, INC. 401(K) PLAN | TAMPA FL | 661 | $17.1M | $1.6M |
| 3 | HOVEROUND CORPORATION HOVEROUND CORPORATION 401(K) PLAN | BRADENTON FL | 127 | $9.9M | $1.2M |
| 4 |
| PALM GARDEN HEALTHCARE HOLDINGS, LLC PALM GARDEN 401K PLAN |
SARASOTA FL |
| 2,318 |
| $16.4M |
| $1.2M |
| 5 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $998K |
| 6 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $970K |
| 7 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $930K |
| 8 | AMERICAN STUDENT ASSISTANCE D/B/A AMERICAN STUDENT ASSISTANCE AMERICAN STUDENT ASSISTANCE 403 (B) RETIREMENT PLAN | BOSTON MA | 79 | $38.2M | $431K |
| 9 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $345K |
| 10 | RECONSERVE, INC. RECONSERVE 401(K) PLAN | SANTA MONICA CA | 429 | $18.6M | $205K |
