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 | MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST | POUGHKEEPSIE NY | 232 | $7.6M | $60K |
| 2 | BH-SD OPCO, LLC API BHS 401(K) PLAN | LA MESA CA | 425 | $4.5M | $2K |
