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 | RRM DESIGN GROUP RRM DESIGN GROUP RETIREMENT PLAN | SAN LUIS OBISPO CA | 181 | $27.0M | $260K |
| 2 | J. GOLDMAN & CO., L.P. J. GOLDMAN & CO., L.P. PROFIT SHARING PLAN | NEW YORK NY | 105 | $52.1M | $245K |
| 3 | CERBA RESEARCH USA, INC. CERBA RESEARCH USA INC. 401(K) PLAN | LAKE SUCCESS NY | 97 | $4.0M | $223K |
| 4 |
| OTIS HEALTH CARE CENTER OTIS HEALTH CARE CENTER 401K PLAN |
TOWNSHEND VT |
| 231 |
| $26.2M |
| $169K |
| 5 | SECURITY 1ST TITLE, LLC SECURITY 1ST TITLE 401(K) PLAN | WICHITA KS | 4,736 | $13.1M | $48K |
| 6 | HOMECARE SOFTWARE SOLUTIONS, LLC DBA HHA EXCHANGE HOMECARE SOFTWARE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 414 | $15.2M | $30K |
| 7 | M.J. SHERIDAN OF TEXAS, INC. M.J. SHERIDAN RETIREMENT PLAN | HOUSTON TX | 329 | $4.1M | $13K |
| 8 | TRADES HOLDING CO., LLC TRADES 401(K) PLAN | BLACKLICK OH | 353 | $3.5M | $6K |
