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 | SCHWABE, WILLIAMSON & WYATT, P.C. SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 311 | $156.2M | $12.6M |
| 2 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $2.2M |
| 3 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN | ATLANTA GA | 267 | $10.8M | $769K |
| 4 | BIBLIOTHECA, LLC BIBLIOTHECA, LLC 401(K) PLAN | NORCROSS GA | 76 | $12.7M | $755K |
| 5 | ACE INDUSTRIES, INC. ACE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | NORCROSS GA | 323 | $17.1M | $555K |
| 6 | MISSION NEIGHBORHOOD HEALTH CENTER MISSION NEIGHBORHOOD HEALTH CENTER 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 210 | $7.4M | $152K |
| 7 | BRIGHTON G&B HOLDINGS INC. BRIGHTON G&B HOLDINGS INC. 401K PLAN | SANDY UT | 871 | $13.7M | $117K |