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 | BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO CA | 250 | $65.3M | $3.4M |
| 2 | HELIO HEALTH, INC. HELIO HEALTH, INC. SAVINGS AND RETIREMENT PLAN | SYRACUSE NY | 1,069 | $22.0M | $175K |
