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 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $40.4M |
| 2 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $37.0M |
| 3 | URBAN LAND INSTITUTE URBAN LAND INSTITUTE 403(B) PLAN | WASHINGTON DC | 238 | $36.5M | $16.1M |
| 4 |
| MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN |
OMAHA NE |
| 113 |
| $89.4M |
| $15.6M |
| 5 | WILLIS LEASE FINANCE CORPORATION THE WILLIS 401(K) PLAN | COCONUT CREEK FL | 160 | $40.0M | $11.6M |
