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 | THE GEOLOGICAL SOCIETY OF AMERICA THE GEOLOGICAL SOCIETY OF AMERICA RETIREMENT PLAN | BOULDER CO | 61 | $15.2M | $1.5M |
| 2 | JOHN HENRY FOSTER MN, INC. JOHN HENRY FOSTER MINNESOTA, INC. 401(K) PROFIT SHARING PLAN | EAGAN MN | 269 | $34.7M | $804K |
| 3 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $708K |
| 4 |
| PLANNED PARENTHOOD LOS ANGELES PLANNED PARENTHOOD - LOS ANGELES 403(B) PLAN |
LOS ANGELES CA |
| 722 |
| $35.0M |
| $510K |
| 5 | NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON DC | 125 | $15.3M | $251K |
| 6 | THE LARAMAR GROUP, LLC LARAMAR CONSOLIDATED GROUP 401(K) PLAN | DENVER CO | 128 | $27.6M | $214K |
| 7 | NOODLE PARTNERS, PBC (DBA NOODLE) NOODLE PARTNERS, PBC (DBA NOODLE) 401(K) PLAN | NEW YORK NY | 260 | $15.4M | $9K |