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 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $7.9M |
| 2 | STELLAR SOLUTIONS, INC. STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN | LOS ALTOS CA | 218 | $126.4M | $4.3M |
| 3 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL INC. DEFINED CONTRIBUTION PLAN FOR SALARIED EMPLOYEES | JACKSONVILLE FL | 525 | $28.4M | $550K |
| 4 |
| HARLEM CHILDREN'S ZONE, INC HARLEM CHILDREN'S ZONE, INC. PROFIT SHARING PLAN |
NEW YORK NY |
| 727 |
| $13.4M |
| $243K |
| 5 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $111K |