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 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $455K |
| 2 | ASSOCIATION TO BENEFIT CHILDREN ASSOCIATION TO BENEFIT CHILDREN 403(B) PLAN | NEW YORK NY | 303 | $18.6M | $262K |
| 3 | THIRD COAST BANK THIRD COAST BANK 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | HOUSTON TX | 370 | $31.4M | $104K |
| 4 |
| THE RABBI HARRY H. EPSTEIN SCHOOL, INC. THE EPSTEIN SCHOOL RETIREMENT PLAN |
ATLANTA GA |
| 164 |
| $20.8M |
| $5K |
