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 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $776K |
| 2 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $548K |
| 3 | MCGEE CORPORATION SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATION | MATTHEWS NC | 159 | $8.2M | $92K |
| 4 |
| DUVEL MOORTGAT USA, LTD DUVEL MOORTGAT USA 401(K) PLAN |
KANSAS CITY MO |
| 256 |
| $24.3M |
| $40K |
| 5 | PALMER SQUARE CAPITAL MANAGEMENT, LLC PALMER SQUARE CAPITAL MANAGEMENT 401(K) PLAN | MISSION WOODS KS | 207 | $10.7M | $10K |
| 6 | AGREX INC. AGREX INC. 401(K) PLAN | OVERLAND PARK KS | 106 | $21.7M | $9K |
| 7 | CONTINUUM HEALTH SERVICES, INC. CONTINUUM HEALTH SERVICES, INC. 401(K) PLAN | AUBURN ME | 103 | $12.2M | $6K |
