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 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $2.9M |
| 2 | SCOUT ENERGY MANAGEMENT, LLC SCOUT ENERGY MANAGEMENT, LLC 401(K) P/S PLAN | DALLAS TX | 977 | $91.6M | $2.0M |
| 3 | JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 461 | $65.7M | $876K |
