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 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $1.7M |
| 2 | BEDFORD MACHINE AND TOOL, INC. CAP GROUP 401K PLAN | BEDFORD IN | 267 | $7.5M | $381K |
| 3 | MIDWEST GERIATRIC MANAGEMENT, LLC MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN | ST.LOUIS MO | 2,778 | $11.3M | $167K |
