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 | ADAMS GROUP, INC. ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN | ARBUCKLE CA | 183 | $21.2M | $934K |
| 2 | GOOD FULTON & FARRELL, INC. GOOD FULTON & FARRELL, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 112 | $24.0M | $422K |
| 3 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $3K |
