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 | INSTINET INCORPORATED THE INSTINET SAVINGS PLAN | NEW YORK NY | 307 | $200.1M | $2.1M |
| 2 | JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 461 | $65.7M | $300K |
| 3 | MCCLURE ENGINEERING CO. MCCLURE ENGINEERING CO. RETIREMENT PLAN | CLIVE IA | 265 | $30.8M | $209K |
| 4 |
| WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN |
NEW YORK NY |
| 137 |
| $32.2M |
| $98K |
| 5 | SEVENTH SENSE CONSULTING, LLC SEVENTH SENSE CONSULTING, LLC 401(K) PLAN | WOODBRIDGE VA | 188 | $10.5M | $56K |
| 6 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $45K |
| 7 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $41K |
| 8 | COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY UT | 225 | $11.8M | $14K |
