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 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $605K |
| 2 | WHITE OAK GLOBAL ADVISORS, LLC THE WHITE OAK 401(K) PLAN | SAN FRANCISCO CA | 192 | $48.1M | $408K |
| 3 | ROCKLAND FEDERAL CREDIT UNION ROCKLAND FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | ROCKLAND MA | 192 | $26.2M | $13K |
