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 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $2.9M |
| 2 | TOURGEE & ASSOCIATES, INC. TAI RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 269 | $33.2M | $1.0M |
| 3 | ROBERT BUSSE & CO., INC. ROBERT BUSSE & CO., INC 401(K) PROFIT SHARING PLAN | HAUPPAUGE NY | 227 | $6.7M | $972K |
| 4 |
| SIGNATURE HEALTH, INC. SIGNATURE HEALTH, INC. 401(K) PLAN |
KIRTLAND OH |
| 925 |
| $32.8M |
| $872K |
| 5 | NORTHEASTERN ENVELOPE COMPANY NORTHEASTERN ENVELOPE COMPANY, EMPLOYEES' PROFIT SHARING TRUST | OLD FORGE PA | 108 | $8.9M | $732K |
