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 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $6.7M |
| 2 | BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 337 | $208.6M | $4.9M |
| 3 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $4.7M |
| 4 |
| THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN |
RIPON CA |
| 623 |
| $135.7M |
| $1.7M |
| 5 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | RIPON CA | 372 | $17.2M | $101K |
