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 | UNIVERSITY MEDICAL PARTNERS, INC. UNIVERSITY MEDICAL PARTNERS, INC. 401(K) PLAN | OAKLAND CA | 299 | $152.6M | $3.9M |
| 2 | D.B. ROBERTS, INC. D. B. ROBERTS, INC. 401(K) PLAN | WILMINGTON MA | 334 | $20.7M | $289K |
| 3 | PLEXIUM, INC. PLEXIUM, INC. 401(K) PLAN | SAN DIEGO CA | 68 | $6.1M | $246K |
| 4 |
| NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, LLC 401(K) PLAN |
ANAHEIM CA |
| 176 |
| $19.0M |
| $108K |