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 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $1.6M |
| 2 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $634K |
| 3 | GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD KY | 134 | $13.5M |
| $436K |
| 4 | INTERNATIONAL EDUCATION CORPORATION INTERNATIONAL EDUCATION CORPORATION 401(K) PLAN | IRVINE CA | 1,858 | $34.3M | $214K |
| 5 | RALEIGH RADIOLOGY ASSOCIATES, INC. RALEIGH RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | RALEIGH NC | 219 | $70.5M | $116K |
| 6 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $22K |
| 7 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $15K |
| 8 | COMMUNITY AID, INC. COMMUNITY AID 401(K) PLAN | NEW CUMBERLAND PA | 406 | $4.6M | $1K |
