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 | FETTER HEALTH CARE NETWORK, INC. FETTER HEALTH CARE NETWORK, INC. 403(B) TAX-SHELTERED ANNUITY PLAN | CHARLESTON SC | 160 | $8.9M | $555K |
| 2 | KALMAN & COMPANY INC. KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST | VIRGINIA BEACH VA | 430 | $25.4M | $445K |
| 3 | NCN MANAGEMENT LLC CHE & AFFILIATES 401(K) PLAN | CARLSBAD CA | 414 | $15.2M | $140K |
| 4 |
| MONICA PERLMAN, MD, INC. MONICA PERLMAN, MD, INC. 401(K) PLAN |
LA JOLLA CA |
| 386 |
| $7.2M |
| $58K |
