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 | FREED-HARDEMAN UNIVERSITY FREED-HARDEMAN UNIVERSITY 403(B) RETIREMENT PLAN | HENDERSON TN | 480 | $47.1M | $939K |
| 2 | FISHER ISLAND CLUB, INC. FISHER ISLAND CLUB, INC. 401(K) PLAN | MIAMI FL | 367 | $16.5M | $139K |
| 3 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $118K |
| 4 |
| NORTHSIDE IMPORTS, INC. NORTHSIDE IMPORTS, INC. 401(K) PLAN |
LINCOLNWOOD IL |
| 463 |
| $15.2M |
| $61K |
| 5 | ROD N REEL, INC. ROD N REEL INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE BEACH MD | 116 | $5.8M | $41K |
