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 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $311K |
| 2 | EYE ASSOCIATES OF SOUTHERN INDIANA EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN | JEFFERSONVILLE IN | 164 | $10.0M | $163K |
| 3 | LUTCO, INC. LUTCO, INC. 401(K) PLAN | WORCESTER MA | 104 | $12.0M | $36K |
| 4 |
| PLAN PROFESSIONALS, LLC RETIREMENT PATH POOLED EMPLOYER PLAN |
SHREWSBURY NJ |
| 783 |
| $56.0M |
| $9K |
