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 | CONCEPT PLUS, LLC CONCEPT PLUS, LLC 401(K) PLAN | FAIRFAX VA | 189 | $18.3M | $416K |
| 2 | UNITED BUSINESS BANK UNITED BUSINESS BANK 401(K) PLAN | WALNUT CREEK CA | 302 | $30.5M | $349K |
| 3 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN | CHICAGO IL | 668 | $7.7M | $46K |
| 4 |
TYSONS VA |
| 168 |
| $7.8M |
| $7K |
| 5 | PROACTIVE TECHNOLOGIES, LLC PROACTIVE TECHNOLOGIES, INC. 401(K) PLAN | OVIEDO FL | 35 | $5.9M | $3K |
