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 | SOUTHERN LEGACY WAFFLES, LLC SOUTHERN LEGACY WAFFLES, LLC 401K PLAN | ALPHARETTA GA | 550 | $17.2M | $3.3M |
| 2 | NEW CHOICES, INC. NEW CHOICES, INC. 401(K) RETIREMENT PLAN | BETTENDORF IA | 215 | $4.7M | $186K |
| 3 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA HEALTH CENTER PARTNERS 403(B) PLAN | SAN DIEGO CA | 133 | $13.8M | $183K |
| 4 | KIMBERTON WHOLE FOODS KIMBERTON WHOLE FOODS 401(K) PLAN | KIMBERTON PA | 214 | $4.6M | $90K |
| 5 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $32K |
