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 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN | MADISON WI | 174 | $32.2M | $1.8M |
| 2 | FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW PACIFIC DEALERSHIP GROUP RETIREMENT PLAN | GLENDALE CA | 171 | $20.1M | $952K |
| 3 | ACM HUMAN RESOURCES, LLC ACM HUMAN RESOURCES, LLC 401(K) PLAN | PORTLAND OR | 309 | $16.8M | $825K |
| 4 |
| MARKETSTAR QOZ BUSINESS LLC MARKETSTAR 401(K) PLAN |
OGDEN UT |
| 831 |
| $30.7M |
| $293K |
| 5 | FARMERS INVESTMENT CO. FARMERS INVESTMENT CO. 401(K) SAVINGS PLAN AND TRUST | SAHUARITA AZ | 129 | $5.4M | $155K |
| 6 | AMBIENT CONSULTING, LLC AMBIENT CONSULTING, LLC. 401(K) PLAN | MINNETONKA MN | 66 | $5.6M | $64K |
