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 | WORTH & COMPANY, INC. WORTH & COMPANY, INC. RETIREMENT PLAN | PIPERSVILLE PA | 530 | $80.9M | $2.0M |
| 2 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $1.6M |
| 3 | SPORTS SOUTH SPORTS SOUTH 401(K) PLAN | SHREVEPORT LA | 383 | $29.4M | $1.0M |
| 4 |
| CENTRAL LOUISIANA AMBULATORY SURGICAL CENTER CLSH 401(K) PLAN |
ALEXANDRIA LA |
| 228 |
| $12.8M |
| $899K |
| 5 | GOULSTON TECHNOLOGIES, INC. GOULSTON TECHNOLOGIES, INC 401(K) & DEFINED CTBN RETIREMENT SVGS PLAN | MONROE NC | 115 | $31.0M | $877K |
