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 | $4.0M |
| 2 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $3.0M |
| 3 | TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA MN | 146 | $20.4M | $2.3M |
| 4 |
| ISYS TECHNOLOGIES ISYS TECHNOLOGIES 401(K) PLAN |
LITTLETON CO |
| 231 |
| $12.7M |
| $882K |
| 5 | ORTHOTIC HOLDINGS, INC. ORTHOTIC HOLDINGS, INC. 401(K) PLAN | MESA AZ | 133 | $7.6M | $480K |
