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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $4.9M |
| 2 | INFECTIOUS DISEASES SOCIETY OF AMERICA INFECTIOUS DISEASES SOCIETY OF AMERICA RETIREMENT PLAN | ARLINGTON VA | 109 | $19.0M | $166K |
