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 | LX HAUSYS AMERICA, INC. LX HAUSYS AMERICA, INC. SAVINGS PLAN | ALPHARETTA GA | 513 | $25.5M | $478K |
| 2 | JOERNS HEALTHCARE, LLC JOERNS HEALTHCARE LLC RETIREMENT PLAN | CHARLOTTE NC | 140 | $17.6M | $313K |
| 3 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $92K |
| 4 |
| NEXT STEP HEALTHCARE, LLC NEXT STEP HEALTHCARE 401(K) PLAN |
WOBURN MA |
| 1,360 |
| $10.0M |
| $4K |
