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 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $2.7M |
| 2 | ADVANTAGE BENEFITS COMPANY, LLC ADVANTAGE BENEFITS COMPANY, LLC 401(K) RETIREMENT PLAN | BOCA RATON FL | 526 | $6.0M | $57K |
| 3 | OPENTRONS LABWORKS INC. OPENTRONS LABWORKS 401(K) PLAN | WEST LONG ISLAND CITY NY | 190 | $15.7M | $31K |
| 4 |
| WEAVER STREET MARKET WEAVER STREET MARKET RETIREMENT TRUST |
HILLSBOROUGH NC |
| 215 |
| $9.8M |
| $25K |
