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 | RETIREMENT CLEARINGHOUSE LLC RETIREMENT CLEARINGHOUSE LLC 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 138 | $7.9M | $1.2M |
| 2 | ELEMENTS GLOBAL SERVICES INC. ELEMENTS GLOBAL SERVICES INC. RETIREMENT TRUST | CHICAGO IL | 156 | $7.0M | $163K |
| 3 | COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | BRADENTON FL |
| 214 |
| $25.2M |
| $8K |
