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 | CANINE COMPANIONS FOR INDEPENDENCE, INC. THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC. | SANTA ROSA CA | 307 | $26.7M | $475K |
| 2 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $144K |
| 3 | PURPLE BRANDS PURPLE BRANDS 401(K) PLAN | PETALUMA CA | 46 | $11.8M | $27K |
| 4 |
| DEXCARE, INC. DEXCARE 401(K) PLAN |
SEATTLE WA |
| 168 |
| $8.0M |
| $19K |
