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 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $1.7M |
| 2 | TEXAS RESEARCH INTERNATIONAL, INC. TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN | AUSTIN TX | 161 | $23.7M | $328K |
