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 | J. FRANK ASSOCIATES, LLC JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN | NEW YORK NY | 232 | $90.4M | $2.8M |
| 2 | SIKORSKY FINANCIAL CREDIT UNION SIKORSKY FINANCIAL CREDIT UNION 401(K) SAVINGS PLAN | STRATFORD CT | 138 | $24.6M | $1.8M |
| 3 | RMS LIFELINE INC RMS LIFELINE INC 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD IL | 348 | $21.8M | $933K |
| 4 | COMOTO HOLDINGS,INC. COMOTO HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 2,587 | $37.8M | $735K |
| 5 | NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF A NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN | HAMPTON VA | 101 | $36.8M | $12K |