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 | THE CHANGE COMPANY CDFI LLC THE CHANGE COMPANY CDFI LLC 401(K) PLAN | ANAHEIM CA | 378 | $32.4M | $568K |
| 2 | TEXANS CREDIT UNION TEXANS CREDIT UNION 401(K) SAVINGS PLAN | RICHARDSON TX | 281 | $25.0M | $228K |
| 3 | FORTIS FIRE & SAFETY INC. FORTIS FIRE & SAFETY INC 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 615 | $12.3M | $28K |
| 4 |
| ADVANCE CARE ALLIANCE OF NEW YORK INC. ADVANCE CARE ALLIANCE OF NEW YORK INC. 403(B) PLAN |
NEW YORK NY |
| 1,055 |
| $17.3M |
| $14K |
