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 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $217K |
| 2 | GAINES AND COMPANY, INC. GAINES AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | REISTERTOWN MD | 219 | $30.4M | $147K |
| 3 | SALPOINTE CATHOLIC HIGH SCHOOL SALPOINTE CATHOLIC HIGH SCHOOL CASH OR DEFERRED PROFIT SHARING | TUCSON AZ | 136 | $17.8M |
| $65K |
