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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $2.5M |
| 2 | KBI SERVICES, INC. KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 716 | $20.7M | $135K |
| 3 | CH EMPLOYEES, LLC CHARLESTOWNE HOTELS, INC. 401(K) PLAN | MOUNT PLEASANT SC | 1,302 | $5.4M | $82K |
| 4 | IXSYSTEMS, INC. IXSYSTEMS INC.401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 169 | $9.0M | $19K |
