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 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $283K |
| 2 | AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN | AURORA CO | 696 | $26.8M | $278K |
| 3 | BLACK MOUNTAIN MANAGEMENT, LLC BLACK MOUNTAIN MANAGEMENT, LLC 401(K) | FORT WORTH TX | 356 | $10.7M | $179K |
| 4 | BAYWOOD HOTELS, INC. BAYWOOD HOTELS, INC. 401(K) PLAN | COLUMBIA MD | 171 | $10.1M | $174K |
| 5 | MCCLURE ENGINEERING CO. MCCLURE ENGINEERING CO. RETIREMENT PLAN | CLIVE IA | 265 | $30.8M | $173K |
| 6 | WESTMONT HOSPITALITY MANAGEMENT, LLC WESTMONT HOSPITALITY GROUP 401(K) PLAN | HOUSTON TX | 3,841 | $53.8M | $147K |
| 7 | THRASHER, INC. THRASHER, INC. 401K PROFIT SHARING PLAN | PAPILLION NE | 1,002 | $35.6M | $105K |
| 8 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $87K |
| 9 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $70K |
| 10 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN | CAMBRIDGE MA | 72 | $12.7M | $50K |
