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 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $1.5M |
| 2 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN | EXTON PA | 554 | $84.1M | $635K |
| 3 | HIGHLANDS RANCH COMMUNITY ASSOCIATION, INC. HRCA RETIREMENT PLAN | HIGHLANDS RANCH CO | 227 | $13.7M | $284K |
| 4 |
| JUPITERONE, INC. JUPITERONE RETIREMENT PLAN |
DURHAM NC |
| 46 |
| $5.3M |
| $4K |
