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 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN | WEST DES MOINES IA | 840 | $152.8M | $659K |
| 2 | COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL COMMUNITY HOSPITAL 403(B) PLAN | GRAND JUNCTION CO | 1,425 | $70.2M | $326K |
| 3 | LEGACY INTERMEDIATE, LLC INSPYR SOLUTIONS AND MPLT HEALTHCARE RETIREMENT PLAN | BOCA RATON FL | 1,823 | $38.8M |
| $111K |
| 4 | AGI-CFI HOLDINGS, INC. AGI-CFI HOLDINGS, INC. 401(K) PLAN | MIAMI FL | 9,861 | $34.3M | $102K |
| 5 | STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN | STATE COLLEGE PA | 125 | $10.7M | $11K |
