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 | RALEIGH RADIOLOGY ASSOCIATES, INC. RALEIGH RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | RALEIGH NC | 219 | $70.5M | $2.4M |
| 2 | JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 461 | $65.7M | $860K |
| 3 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $699K |
| 4 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $667K |
| 5 | INTERNATIONAL EDUCATION CORPORATION INTERNATIONAL EDUCATION CORPORATION 401(K) PLAN | IRVINE CA | 1,858 | $34.3M | $412K |
| 6 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $371K |
| 7 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $81K |
| 8 | SEVENTH SENSE CONSULTING, LLC SEVENTH SENSE CONSULTING, LLC 401(K) PLAN | WOODBRIDGE VA | 188 | $10.5M | $65K |
| 9 | CADMIUM, LLC CADMIUM, LLC 401(K) PLAN | FOREST HILL MD | 130 | $14.2M | $29K |
| 10 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $21K |
