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 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $8.7M |
| 2 | SOUTHERN HILLS COUNTRY CLUB SOUTHERN HILLS COUNTRY CLUB RETIREMENT SAVINGS PLAN | TULSA OK | 194 | $11.5M | $2.4M |
| 3 | NORTHWEST INDIANA LIGHTHOUSE CHARTER SCHOOL NORTHWEST INDIANA LIGHTHOUSE CHARTER SCHOOL 401(K) PLAN | GARY IN | 260 | $2.3M | $391K |
