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 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $420K |
| 2 | THE PROMPTCARE COMPANIES, INC. THE PROMPTCARE COMPANIES, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 869 | $30.3M | $34K |
| 3 | D & M INDUSTRIES, INC. D & M INDUSTRIES, INC. PROFIT SHARING PLAN | MOORHEAD MN | 143 | $10.5M | $21K |
| 4 |
| FGS, INC. FGS, INC. D/B/A GOOD SHEPHERD COMMUNITIES 403(B) PLAN |
BINGHAMTON NY |
| 536 |
| $8.8M |
| $18K |
| 5 | DOUG VEERKAMP GENERAL ENGINEERING, INC. DOUG VEERKAMP GENERAL ENGINEERING, INC. 401(K) PLAN | CAMERON PARK CA | 180 | $27.6M | $4K |
