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 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $1.0M |
| 2 | COMMUNITY CONCEPTS, INC. COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN | LEWISTON ME | 349 | $12.7M | $369K |
| 3 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN | CAMBRIDGE MA | 72 | $12.7M | $46K |
