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 | ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP NOI PROFIT SHARING PLAN | NEWPORT BEACH CA | 149 | $3.1M | $267K |
| 2 | UTAH AUTOMOBILE DEALERS ASSOCIATION UTAH AUTOMOBILE DEALERS ASSOCIATION INSURANCE TRUST | MURRAY UT | 619 | $2.1M | $130K |
