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 | JAMES EDWARD & COMPANIES, INC. JAMES EDWARD & COMPANIES, INC. 401(K) PLAN | HOUSTON TX | 383 | $9.2M | $83K |
| 2 | MODEC INTERNATIONAL, INC. MODEC INTERNATIONAL, INC. 401(K) PLAN | HOUSTON TX | 280 | $128.9M | $78K |
| 3 | THE JAEB CENTER FOR HEALTH RESEARCH, INC. THE JAEB CENTER FOR HEALTH RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 173 | $35.8M | $72K |
