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 | ROWMARK, LLC ROWMARK, LLC RETIREMENT PLAN | FINDLAY OH | 227 | $20.7M | $771K |
| 2 | ARETE ADVISORS, LLC ARETE ADVISORS, LLC 401(K) PLAN | BOCA RATON FL | 265 | $14.2M | $274K |
| 3 | WHITE ENERGY HOLDING COMPANY, LLC WHITE ENERGY, LLC EMPLOYEES SAVINGS TRUST | HOUSTON TX | 108 | $10.0M | $171K |
| 4 |
| MALVERN HEALTH, INC. MALVERN HEALTH 401(K) PLAN |
BLUE BELL PA |
| 561 |
| $6.1M |
| $150K |
| 5 | SIGHTLINE COMMERCIAL SOLUTIONS, LLC SIGHTLINE COMMERCIAL SOLUTIONS 401(K) PLAN | MINNEAPOLIS MN | 127 | $11.3M | $116K |
