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 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $1.1M |
| 2 | FAMILY HEALTH CENTER, INC. FAMILY HEALTH CENTER RETIREMENT PLAN | KALAMAZOO MI | 261 | $9.6M | $158K |