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 | VALLEY VIEW HOSPITAL VALLEY VIEW HOSPITAL 403(B) PLAN | GLENWOOD SPRINGS CO | 1,529 | $74.7M | $5.8M |
| 2 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $2.1M |
| 3 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN | MORRISTOWN NJ | 139 | $31.6M | $1.4M |
| 4 |
| ISYS TECHNOLOGIES ISYS TECHNOLOGIES 401(K) PLAN |
LITTLETON CO |
| 231 |
| $12.7M |
| $955K |
| 5 | ORTHOTIC HOLDINGS, INC. ORTHOTIC HOLDINGS, INC. 401(K) PLAN | MESA AZ | 133 | $7.6M | $604K |
| 6 | TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA MN | 146 | $20.4M | $180K |
| 7 | BETACOM INC BETACOM INC PROFIT SHARING PLAN AND TRUST | THONOTOSASSA FL | 289 | $7.5M | $85K |
