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 | ACCESS PLANS, LLC RMS EASYPLAN | WYLIE TX | 3,738 | $125.9M | $13.0M |
| 2 | ACCESS PLANS LLC ACCESS POOLED EMPLOYER PLAN- SERIES II | WYLIE TX | 7,415 | $74.9M | $5.6M |
| 3 | ACCESS PLANS, LLC RMS EASYPLAN -403(B) | WYLIE TX | 930 | $23.1M | $1.4M |
| 4 |
WEST ALLIS WI |
| 69 |
| $9.3M |
| $38K |
