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 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $2.7M |
| 2 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $724K |
| 3 | FOUNDANT TECHNOLOGIES FOUNDANT TECHNOLOGIES 401(K) PLAN | BOZEMAN MT | 159 | $10.3M | $310K |
| 4 |
| HUMAN CARE SERVICES FOR FAMILIES AND CHILDREN HUMAN CARE SERVICES FOR FAMILIES AND CHILDREN, INC. 401(K) PROFIT SHARING PLAN |
BROOKLYN NY |
| 290 |
| $4.7M |
| $88K |
| 5 | MARKLEY LOWELL, LLC MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 164 | $17.5M | $36K |
| 6 | SABIO INC SABIO INC 401(K) PROFIT SHARING PLAN & TRUST | PLAYA DEL REY CA | 72 | $3.8M | $12K |
| 7 | RADIFI FEDERAL CREDIT UNION RADIFI FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 115 | $6.5M | $4K |
