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 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $1.2M |
| 2 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $548K |
| 3 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $219K |
| 4 |
| NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN |
NEW YORK NY |
| 375 |
| $34.7M |
| $173K |
| 5 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $100K |
| 6 | PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN | BEACHWOOD OH | 253 | $30.1M | $77K |
| 7 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $49K |
| 8 | CARMEL VALLEY MANOR CARMEL VALLEY MANOR 403(B)(7) PLAN | CARMEL CA | 140 | $8.4M | $41K |
| 9 | ENCORE HCS LLC ENCORE HCS LLC 401(K) PLAN | SCHAUMBURG IL | 437 | $3.1M | $12K |
| 10 | BEAM MACK SALES & SERVICE, INC. BEAM MACK SALES & SERVICE, INC. 401K PLAN | ROCHESTER NY | 180 | $11.0M | $7K |
