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 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $655K |
| 2 | MERGON CORPORATION MERGON CORPORATION 401(K) RETIREMENT PLAN | ANDERSON SC | 211 | $5.4M | $524K |
| 3 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $507K |
| 4 |
| PARTICLE DYNAMICS INTERNATIONAL, PARTICLE DYNAMICS RETIREMENT PLAN |
ST LOUIS MO |
| 93 |
| $7.0M |
| $488K |
| 5 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $487K |
| 6 | MONCLER USA, INC MONCLER USA 401K PROFIT SHARING SHARING PLAN AND TRUST | NEW YORK NY | 404 | $11.6M | $351K |
| 7 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN | MIAMI FL | 140 | $4.6M | $333K |
| 8 | NAVIKA CAPITAL GROUP, LLC NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 2,420 | $4.5M | $282K |
| 9 | CANIDAE, LLC. CANIDAE, LLC. 401(K) PROFIT SHARING PLAN | BROWNWOOD TX | 161 | $9.8M | $260K |
| 10 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $204K |
