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 | WALLACE, MONTGOMERY & ASSOCIATES WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 223 | $44.8M | $7.6M |
| 2 | PPL PHARMA SOLUTIONS RIVERVIEW LLC PPL PHARMA SOLUTIONS RIVERVIEW LLC 401(K) PLAN | RIVERVIEW MI | 179 | $27.9M | $1.5M |
| 3 | BEST MEDICAL INTERNATIONAL, INC BEST MEDICAL INTERNATIONAL, INC.401(K) RETIREMENT TRUST | SPRINGFIELD VA | 198 |
| $22.1M |
| $1.1M |
| 4 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $1.0M |
| 5 | TEXAS REGIONAL BANK TEXAS REGIONAL BANK 401(K) PLAN | HARLINGEN TX | 515 | $24.9M | $987K |
