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 | $1.8M |
| 2 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $940K |
| 3 | CORPAY, INC. CORPAY, INC. 401(K) SAVINGS PLAN | COVINGTON LA | 4,269 | $275.0M | $925K |
| 4 |
| PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 1,006 |
| $107.8M |
| $858K |
| 5 | AMERICA II GROUP LLC AMERICA II CORP. RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 211 | $41.3M | $786K |
| 6 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $667K |
| 7 | SOUTH EVERSON LUMBER COMPANY INC. SOUTH EVERSON LUMBER COMPANY INC. 401(K) SAVINGS PLAN | EVERSON WA | 115 | $5.8M | $315K |
| 8 | RHA HEALTH SERVICES, LLC RHA HEALTH SERVICES, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 7,361 | $22.6M | $263K |
| 9 | THRASHER, INC. THRASHER, INC. 401K PROFIT SHARING PLAN | PAPILLION NE | 1,002 | $35.6M | $248K |
| 10 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN | BELLINGHAM WA | 445 | $13.1M | $226K |
