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 | SIDECAR HR LLC SIDECAR HR 401(K) PLAN | ORLANDO FL | 1,286 | $35.6M | $300K |
| 2 | STELLAR HEALTH MANAGEMENT, LLC STELLAR HEALTH MANAGEMENT, LLC 401(K) PLAN | WINCHESTER MA | 972 | $12.2M | $44K |
| 3 | SPICER JEFFRIES & CO LLP SPICER JEFFRIES & CO LLP 401(K) PROFIT SHARING PLAN & TRUST | DENVER CO | 97 | $5.3M | $24K |