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 | AMPLIFY HR MANAGEMENT AMPLIFY HR MANAGEMENT RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 4,127 | $244.1M | $2.1M |
| 2 | LBMC EMPLOYMENT PARTNERS, LLC LBMC EMPLOYMENT PARTNERS, LLC 401(K) PROFIT | BRENTWOOD TN | 3,213 | $101.6M | $625K |
| 3 | BAER'S FURNITURE COMPANY, INC. BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN | POMPANO BEACH FL | 644 | $17.7M | $256K |
| 4 | HOLIDAY WORLD OF HOUSTON, LP HOLIDAY WORLD RETIREMENT SAVINGS PLAN | KATY TX | 224 | $7.8M | $45K |