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 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 263 | $101.9M | $2.3M |
| 2 | TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO IL | 177 | $32.8M | $1.9M |
| 3 | JBR, INC. JBR, INC. 401(K) PLAN | LINCOLN CA | 308 | $18.6M | $367K |
| 4 |
| VISALIA MEDICAL CLINIC, INC. VISALIA MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN |
VISALIA CA |
| 54 |
| $89.4M |
| $308K |
| 5 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $218K |
| 6 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $149K |
| 7 | CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES CA | 307 | $25.9M | $3K |
