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 | GEN4 DENTAL PARTNERS OPCO, LLC GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN | TEMPE AZ | 1,646 | $33.4M | $2.7M |
| 2 | MORIA DEVELOPMENT DBA PEOPLES MORTGAGE PEOPLES MORTGAGE 401K PLAN | TEMPE AZ | 347 | $18.6M | $449K |