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 | NAVIEN, INC. NAVIEN 401(K) PLAN | IRVINE CA | 179 | $14.1M | $358K |
| 2 | F. C. TUCKER COMPANY LLC F. C. TUCKER COMPANY LLC 401K RETIREMENT PLAN & TRUST | INDIANAPOLIS IN | 111 | $25.2M | $64K |
