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 | NUWEST GROUP HOLDINGS, LLC TA GROUP HOLDINGS 401(K) PLAN | BELLEVUE WA | 938 | $25.1M | $577K |
| 2 | BRIGHT WOOD CORPORATION BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN | MADRAS OR | 998 | $44.5M | $304K |
| 3 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST | NEW YORK NY | 175 | $10.7M | $150K |
| 4 |
| HEARTLAND DERMATOLOGY AND SKIN CANCER CENTER, P.A. HEARTLAND DERMATOLOGY 401(K) PLAN |
SALINA KS |
| 132 |
| $12.2M |
| $7K |
| 5 | JBEAR ENTERPRISES, LLC WOOLFSON EYE INSTITUTE 401(K) PLAN | ATLANTA GA | 162 | $922K | $2K |
