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 LEADS, INC. HEALTH LEADS, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 40 | $7.8M | $1.3M |
| 2 | CDS LOGISTICS MANAGEMENT INC CDS LOGISTICS RETIREMENT PLAN | MIDDLE RIVER MD | 259 | $6.4M | $685K |
| 3 | RWA WEALTH PARTNERS, LLC RWA WEALTH PARTNERS, LLC 401(K) PLAN | NEWTON MA | 182 | $52.4M | $274K |
