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 | $6.1M |
| 2 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $5.8M |
| 3 | KASTLE SYSTEMS INTERNATIONAL LLC KASTLE SYSTEMS INTERNATIONAL LLC RETIREMENT PLAN | FALLS CHURCH VA | 703 | $49.2M | $3.8M |
| 4 |
| JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN |
LAWRENCEVILLE NJ |
| 461 |
| $65.7M |
| $3.4M |
| 5 | BENNETT THRASHER, LLP BENNETT THRASHER, LLP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 525 | $69.6M | $2.9M |
| 6 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $2.5M |
| 7 | MOI, INC. MOI, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 299 | $28.1M | $2.3M |
| 8 | EDUCATION AFFILIATES, INC. EDUCATION AFFILIATES, INC. 401(K) PLAN | BALTIMORE MD | 1,552 | $46.7M | $2.0M |
| 9 | INTERNATIONAL EDUCATION CORPORATION INTERNATIONAL EDUCATION CORPORATION 401(K) PLAN | IRVINE CA | 1,858 | $34.3M | $1.7M |
| 10 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $265K |
