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 | VIRTUOSO, LTD VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 276 | $42.8M | $70K |
| 2 | CATALYTE, INC. CATALYTE 401(K) PLAN | BALTIMORE MD | 130 | $7.7M | $38K |
| 3 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $18K |
| 4 |
| INNOGY E-MOBILITY US INNOGY E-MOBILITY US 401K PROFIT SHARING PLAN |
IRVINE CA |
| 101 |
| $9.1M |
| $16K |
| 5 | OASIS MEDICAL & SURGICAL WELLNES OASIS MEDICAL & SURGICAL WELLNESS GROUP LLC - 401K | GLEN ROCK NJ | 92 | $1.9M | $3K |
