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 | SWANSON GROUP, INC. SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 720 | $64.4M | $6.2M |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $6.1M |
| 3 | DIGIMARC CORPORATION DIGIMARC 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 176 | $60.1M | $5.9M |
| 4 |
| SECURITY FINANCE CORPORATION OF SPARTANBURG SECURITY 401(K) PROFIT-SHARING AND SAVINGS PLAN |
SPARTANBURG SC |
| 1,699 |
| $113.7M |
| $5.8M |
| 5 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $5.4M |
| 6 | SEAKR ENGINEERING, LLC SEAKR ENGINEERING, INC. 401(K) PLAN | CENTENNIAL CO | 454 | $71.9M | $3.4M |
| 7 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $3.4M |
| 8 | VISIBLE CHANGES, INC. VISIBLE CHANGES 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 393 | $76.5M | $2.9M |
| 9 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $2.6M |
| 10 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO CA | 147 | $116.3M | $2.6M |
