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 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $700K |
| 2 | BAYES ACHIEVEMENT CENTER BAYES ACHIEVEMENT CENTER 401(K) PROFIT SHARING PLAN | HUNTSVILLE TX | 144 | $10.7M | $32K |
| 3 | TLC COMPANY, INC. TLC COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 641 | $22.8M | $32K |
