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 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $1.3M |
| 2 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | MONTEREY CA | 582 | $104.6M | $491K |
