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 | $2.9M |
| 2 | JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 461 | $65.7M | $1.2M |
| 3 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $1.1M |
| 4 | GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD KY | 134 | $13.5M | $634K |
| 5 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $614K |
| 6 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $596K |
| 7 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $216K |
| 8 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $115K |
| 9 | CADMIUM, LLC CADMIUM, LLC 401(K) PLAN | FOREST HILL MD | 130 | $14.2M | $105K |
| 10 | COMMUNITY AID, INC. COMMUNITY AID 401(K) PLAN | NEW CUMBERLAND PA | 406 | $4.6M | $14K |
