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 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $255K |
| 2 | FAIRWAY MEDICAL CENTER, LLC DBA AVALA AVALA 401(K) PLAN | COVINGTON LA | 344 | $14.0M | $166K |
