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 | FORREST T. JONES & COMPANY, INC. FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 331 | $36.0M | $2.4M |
| 2 | SCHERDEL SALES & TECHNOLOGY, INC. SCHERDEL SALES & TECHNOLOGY 401(K) PLAN | MUSKEGON MI | 145 | $7.4M | $768K |
| 3 | SANTA BARBARA BOTANIC GARDEN SANTA BARBARA BOTANIC GARDEN RETIREMENT PLAN | SANTA BARBARA CA | 87 | $4.4M | $308K |
