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 | HEALTH AND LIFE ORGANIZATION INC HALO 401K PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 207 | $7.0M | $210K |
| 2 | IPSECURE, INC. IPS - MC 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 91 | $6.6M | $149K |
| 3 | CACHE VALLEY BANK CACHE VALLEY BANK EMPLOYEE 401(K) PROFIT SHARING PLAN | LOGAN UT | 325 | $22.4M | $72K |
| 4 |
| MCKENNA LABS, INC. MCKENNA LABS, INC. 401(K) PROFIT SHARING PLAN |
FULLERTON CA |
| 224 |
| $6.6M |
| $32K |
