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 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $816K |
| 2 | RESIDENTIAL MANAGEMENT GROUP, LLC RESIDENTIAL MANAGEMENT GROUP, LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 209 | $37.5M | $315K |
| 3 | DOUGLAS ELLIMAN LLC DOUGLAS ELLIMAN LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 594 | $45.7M | $299K |
| 4 | DEMONTROND AUTOMOTIVE GROUP, INC. DEMONTROND AUTOMOTIVE GROUP, INC. 401(K) PROFIT | HOUSTON TX | 826 | $21.4M | $49K |
| 5 | GENERATE-UBIQUITY MANAGEMENT, LLC UBIQUITY 401(K) PLAN | SAN FRANCISCO CA | 252 | $8.6M | $14K |
