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 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $324K |
| 2 | NSM INSURANCE SERVICES, LLC NSM INSURANCE GROUP 401(K) PLAN | CONSHOHOCKEN PA | 696 | $58.3M | $204K |
| 3 | NOODLE PARTNERS, PBC (DBA NOODLE) NOODLE PARTNERS, PBC (DBA NOODLE) 401(K) PLAN | NEW YORK NY | 260 | $15.4M | $22K |
| 4 |
| MIM SOFTWARE INC. MIM SOFTWARE INC. 401(K) PLAN |
BEACHWOOD OH |
| 265 |
| $21.6M |
| $11K |
| 5 | ST. JOHN'S COMMUNITY SERVICES ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN | WASHINGTON DC | 1,017 | $8.0M | $8K |
| 6 | SUN LIFE FAMILY HEALTH CENTER, INC. SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN | CASA GRANDE AZ | 483 | $19.0M | $8K |
