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 | $4.4M |
| 2 | DAVIS & TOWLE GROUP, INC. DAVIS & TOWLE GROUP, INC. 401(K) PLAN & TRUST | CONCORD NH | 137 | $14.2M | $125K |
| 3 | ANALYTIC PARTNERS, INC. ANALYTIC PARTNERS, INC. 401(K) PLAN | MIAMI FL | 325 | $28.7M | $87K |
