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 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $1.2M |
| 2 | AMTECH SYSTEMS, INC. AMTECH SYSTEMS, INC. 401(K) PLAN | TEMPE AZ | 149 | $30.0M | $853K |
| 3 | THE LEGAL AID SOCIETY OF CLEVELAND THE LEGAL AID SOCIETY OF CLEVELAND RETIREMENT SAVINGS PLAN | CLEVELAND OH | 149 | $25.7M | $308K |
| 4 |
| COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL COMMUNITY HOSPITAL 403(B) PLAN |
GRAND JUNCTION CO |
| 1,425 |
| $70.2M |
| $140K |