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 | FORREST T. JONES & COMPANY, INC. FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 331 | $36.0M | $283K |
| 2 | HEARTLAND BANK HEARTLAND BANK 401(K) RETIREMENT PLAN | GENEVA NE | 125 | $19.7M | $121K |
| 3 | FREMONT CONTRACT CARRIERS INC. FREMONT CONTRACT CARRIERS INC. 401(K) PROFIT SHARING PLAN | FREMONT NE | 430 | $21.9M | $9K |