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 | SHODEEN GROUP, LLC SHODEEN GROUP, LLC 401(K) PLAN | GENEVA IL | 119 | $14.0M | $474K |
| 2 | OPTIMA MEDICAL MANAGEMENT GROUP, INC. OPTIMA MEDICAL MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 176 | $2.8M | $61K |
| 3 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $6K |