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 | RELI GROUP, INC. RELI GROUP 401(K) PROFIT SHARING PLAN AND TRUST | CATONSVILLE MD | 481 | $19.2M | $2.0M |
| 2 | HARTE-HANKS, INC. HARTE HANKS INVESTMENT PLUS | CHELMSFORD MA | 819 | $149.0M | $1.9M |
| 3 | SWAROVSKI U.S. HOLDINGS LTD. SWAROVSKI EMPLOYEE RETIREMENT SAVINGS PLAN | CRANSTON RI | 1,719 | $80.7M | $839K |
| 4 |
| COVATION INC. COVATION SAVINGS PLAN |
NEWARK DE |
| 129 |
| $15.8M |
| $623K |
