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 PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA THE PGA OF AMERICA 401(K) RETIREMENT PLAN | FRISCO TX | 508 | $71.0M | $2.3M |
| 2 | THE PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) | FRISCO TX | 383 | $29.0M | $809K |
| 3 | CREOKS MENTAL HEALTH SERVICES, INC. CREOKS MENTAL HEALTH SERVICES 403(B) PLAN | TULSA OK | 879 |
| $14.3M |
| $363K |
| 4 | M. SHANKEN COMMUNICATIONS, INC. M. SHANKEN COMMUNICATIONS, INC & SUBSIDIARIES 401(K) PLAN | NEW YORK NY | 117 | $33.4M | $196K |
