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 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $2.5M |
| 2 | PRIMARY COLOR SYSTEMS CORPORATION PRIMARY COLOR SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | CYPRESS CA | 274 | $15.9M | $1.0M |
| 3 | SCOTT D BORAS SCOTT D BORAS INC 401K PROFIT SHARING PLAN | NEWPORT BEACH CA | 125 | $16.7M | $751K |
| 4 |
| CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST |
CHANDLER AZ |
| 1,863 |
| $94.3M |
| $712K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $609K |
