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 | JOSEPH J. ALBANESE, INC. JOSEPH J. ALBANESE, INC. 401(K) PROFIT SHARING PLAN | SANTA CLARA CA | 252 | $34.9M | $239K |
| 2 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $74K |