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 | $4.8M |
| 2 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $1.5M |
| 3 | TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA MN | 146 | $20.4M | $961K |
| 4 |
| OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN |
MORRISTOWN NJ |
| 139 |
| $31.6M |
| $678K |
| 5 | ORTHOTIC HOLDINGS, INC. ORTHOTIC HOLDINGS, INC. 401(K) PLAN | MESA AZ | 133 | $7.6M | $344K |
