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 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $3.6M |
| 2 | ROGERS TOWERS, P.A. ROGERS TOWERS 401(K) PLAN | JACKSONVILLE FL | 117 | $52.2M | $645K |
| 3 | WOLTER, INC. WOLTER INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 644 | $48.0M | $431K |
| 4 |
| MILESTONE SENIOR SERVICES, INC. MILESTONE SENIOR SERVICES 403(B) RETIREMENT SAVINGS PLAN |
KALAMAZOO MI |
| 150 |
| $5.8M |
| $39K |
