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 | CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM UT | 3,752 | $326.3M | $1.4M |
| 2 | MERIT MEDICAL SYSTEMS, INC. MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SOUTH JORDAN UT | 3,324 | $217.1M | $1.2M |
| 3 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $1.2M |
| 4 |
| MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER |
PROVO UT |
| 197 |
| $15.1M |
| $511K |
| 5 | PHYSICIANS HEALTH PLAN OF NORTHERN PHPNI RETIREMENT PLAN | FORT WAYNE IN | 146 | $24.2M | $408K |
