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 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $983K |
| 2 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $134K |
| 3 | STELLAR SOLUTIONS, INC. STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN | LOS ALTOS CA | 218 | $126.4M | $109K |
| 4 | R. A. PEARSON COMPANY PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST | SPOKANE WA | 180 | $29.3M | $76K |
