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 | HIGHWAY TO HEALTH, INC. GEOBLUE 401(K) RETIREMENT PLAN | KING OF PRUSSIA PA | 544 | $51.9M | $644K |
| 2 | ORTHOPEDIC SURGEONS, LTD. DBA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN | CAMP HILL PA | 306 | $60.8M | $524K |
| 3 | HOWARD COMPANIES, LLC HOWARD COMPANIES 401(K) PLAN | INDIANAPOLIS IN | 445 | $18.1M | $217K |