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 | MILESTONE TECHNOLOGIES, INC MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN | FREMONT CA | 1,900 | $63.8M | $3.2M |
| 2 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $2.6M |
| 3 | HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE GODDARD HOUSE RETIREMENT PLAN | BROOKLINE MA | 131 | $1.7M | $20K |
| 4 | NEWTON MONTESSORI SCHOOL INC. DBA WELLAN MONTESS WELLAN MONTESSORI SCHOOL 403(B) PLAN | NEWTON MA | 104 | $4.5M | $11K |
| 5 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $4K |
