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 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $2.5M |
| 2 | FIRST CHOICE HEALTH NETWORK, INC. FIRST CHOICE HEALTH NETWORK, INC. 401(K) PLAN | SEATTLE WA | 204 | $38.7M | $2.2M |
| 3 | CASCADE DAFO, INC CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN | FERNDALE WA | 301 | $30.3M | $380K |
| 4 |
| FLORES & ASSOCIATES, LLC FLORES & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN |
CHARLOTTE NC |
| 299 |
| $14.3M |
| $1K |
