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 | $1.1M |
| 2 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $188K |
| 3 | BIG ARCHITECTURE D.P.C. BIG ARCHITECTURE D.P.C. 401(K) PLAN | BROOKLYN NY | 125 | $8.4M | $89K |
| 4 |
| PIN OF GA, LLC DBA PHOENIX SYSTEMS PIN OF GA 401(K) PLAN |
ALPHARETTA GA |
| 124 |
| $3.6M |
| $9K |
