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 | PLAN PROFESSIONALS, LLC OPEN PEP | SHREWSBURY NJ | 18,762 | $355.0M | $16.2M |
| 2 | NICHOLS CAULEY & ASSOCIATES, LLC NICHOLS CAULEY & ASSOCIATES LLC 401K | DUBLIN GA | 204 | $34.6M | $438K |
| 3 | NYLSI, INC. DBA SUNRISE TOYOTA SCION NYLSI, INC. DBA SUNRISE TOYOTA SCION 401(K) PLAN | OAKDALE NY | 129 | $7.7M | $114K |
| 4 |
| HABITAT FOR HUMANITY CENTRAL ARIZONA EMPLOYEE BENEFIT PLAN HABITAT FOR HUMANITY CENTRAL ARIZONA |
PHOENIX AZ |
| 119 |
| $6.1M |
| $19K |
