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 | NATIONAL KIDNEY PARTNERS, LLP NATIONAL KIDNEY PARTNERS 401(K) PLAN | HUDSON FL | 137 | $24.4M | $308K |
| 2 | HELICOPTER EXPRESS, INC. HELICOPTER EXPRESS 401(K) PLAN | CHAMBLEE GA | 294 | $10.7M | $117K |
| 3 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN | ATLANTA GA | 267 | $10.8M | $38K |
| 4 |
| ALLIANCE FOR A HEALTHIER GENERATION ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN |
PORTLAND OR |
| 59 |
| $13.1M |
| $27K |
| 5 | LAURENCE SCHOOL LAURENCE SCHOOL 401(K) PROFIT SHARING PLAN | VALLEY GLEN CA | 88 | $12.0M | $3K |
