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 | BALSAM BRANDS INC. BALSAM BRANDS INC. RETIREMENT TRUST | REDWOOD CITY CA | 180 | $22.0M | $2.0M |
| 2 | SALT LAKE LEGAL DEFENDER ASSOCIATION SALT LAKE LEGAL DEFENDER ASSOCIATION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 169 | $40.0M | $751K |
