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 | SCHWABE, WILLIAMSON & WYATT, P.C. SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 311 | $156.2M | $8.0M |
| 2 | WILLAMETTE UNIVERSITY WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALEM OR | 872 | $211.9M | $657K |
| 3 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN | PLACERVILLE CA | 1,486 | $160.7M | $598K |
| 4 | CANINE COMPANIONS FOR INDEPENDENCE, INC. THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC. | SANTA ROSA CA | 307 | $26.7M | $536K |
| 5 | GOLDBERG COMPANIES, INC. GOLDBERG COMPANIES, INC. 401(K) PLAN | BEACHWOOD OH | 262 | $13.4M | $300K |
