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 | SAVVEE CONSULTING INC SAVVEE CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST | CHANTILLY VA | 120 | $15.0M | $1.1M |
| 2 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $934K |
| 3 | BONNEY PLUMBING LLC BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA CA | 269 | $6.0M | $218K |
| 4 |
| NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN |
RIVERSIDE CA |
| 146 |
| $3.0M |
| $5K |
