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 | ROCHESTER AMBULATORY SURGERY CENTER ROCHESTER AMBULATORY SURGERY CENTER 401(K) PLAN | ROCHESTER NY | 195 | $7.6M | $669K |
| 2 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN | YOUNGSTOWN OH | 1,156 | $12.7M | $608K |
| 3 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $12K |
| 4 |
| SANIBEL CAPTIVA BEACH RESORTS, LLC SANIBEL CAPTIVA BEACH RESORTS, LLC |
CAPTIVA ISLAND FL |
| 112 |
| $3.5M |
| $3K |
