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 | CARSON GROUP HOLDINGS, LLC CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 416 | $40.2M | $915K |
| 2 | LONE STAR CIRCLE OF CARE LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN | GEORGETOWN TX | 741 | $29.4M | $317K |
| 3 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $119K |
| 4 |
| WELLNESS TOGETHER WELLNESS TOGETHER 403(B) PLAN |
ROSEVILLE CA |
| 228 |
| $1.4M |
| $3K |
| 5 | BOOTHBY THERAPY SERVICES BOOTHBY THERAPY SERVICES 401(K) PLAN | LACONIA NH | 172 | $7.2M | $3K |
