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 | $1.0M |
| 2 | RESIDENTIAL MANAGEMENT GROUP, LLC RESIDENTIAL MANAGEMENT GROUP, LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 209 | $37.5M | $1.0M |
| 3 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD NE | 220 | $13.1M | $644K |
| 4 |
| DOUGLAS ELLIMAN LLC DOUGLAS ELLIMAN LLC 401K RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 594 |
| $45.7M |
| $595K |
| 5 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $528K |
| 6 | SOUTH DENVER CARDIOLOGY SOUTH DENVER CARDIOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING PLAN | LITTLETON CO | 271 | $50.7M | $60K |
