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 | BARRETT HOSPITAL & HEALTHCARE BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN | DILLON MT | 234 | $19.4M | $3.2M |
| 2 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $457K |
| 3 | MAINTENX INTERNATIONAL SERVICE MANAGEMENT GROUP, INC. MAINTENX 401(K) PLAN | TAMPA FL | 427 | $11.4M | $131K |
| 4 |
| EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN |
SPOKANE WA |
| 166 |
| $5.1M |
| $125K |
| 5 | VALLEY MOTORS, INC. FITZPATRICK DEALERSHIP GROUP 401(K) PLAN AND TRUST | MODESTO CA | 189 | $8.7M | $88K |
| 6 | FARMERS STATE FINANCIAL CORPORATION FARMERS STATE FINANCIAL CORPORATION CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | VICTOR MT | 130 | $12.9M | $74K |
| 7 | PREMIUM CONSULTING LLC NEXT LEVEL SOLUTIONS SAVINGS PLAN EMPLOYEES RETIREMENT PLAN | SPRINGFIELD MO | 237 | $9.3M | $38K |
| 8 | CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN | CAMBRIDGE NE | 187 | $13.0M | $34K |
