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 | NORWOOD MEDICAL, LLC NORWOOD MEDICAL EMPLOYEE SAVINGS PLAN AND TRUST | DAYTON OH | 1,154 | $70.4M | $4.8M |
| 2 | URBAN HEALTH PLAN, INC. URBAN HEALTH PLAN, INC. 401(K) PLAN | BRONX NY | 954 | $64.9M | $3.8M |
| 3 | STONERIDGE RETIREMENT LIVING COMMUNITIES STONERIDGE RETIREMENT LIVING COMMUNITIES 401K PLAN | MYERSTOWN PA | 320 | $13.0M | $164K |
| 4 |
| SMARTLINK, LLC SMARTLINK, LLC 401(K) PLAN |
ANNAPOLIS MD |
| 466 |
| $31.0M |
| $143K |
