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 | BROOKWOOD FINANCIAL PARTNERS, LLC BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN | BEVERLY MA | 86 | $13.9M | $1.0M |
| 2 | CW FINANCIAL SERVICES LLC CW FINANCIAL SERVICES LLC INVESTMENT PLAN | WASHINGTON DC | 148 | $34.5M | $580K |
| 3 | NATIONAL PARTNERS IN HEALTHCARE, LLC NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN | RICHARDSON TX | 482 | $50.0M | $308K |
| 4 | MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN | WILLIAMSVILLE NY | 200 | $29.1M | $249K |
| 5 | BW GAS & CONVENIENCE HOLDINGS, LLC BW GAS & CONVENIENCE HOLDINGS, LLC 401(K) PLAN | FORT WORTH TX | 3,450 | $26.9M | $222K |
| 6 | RESOLUTION MEDICAL MIDCO LLC RESOLUTION MEDICAL 401(K) PLAN | FRIDLEY MN | 184 | $10.3M | $103K |
