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 | DUDEK DUDEK 401(K) PLAN | ENCINITAS CA | 908 | $90.7M | $513K |
| 2 | J.C. CANNISTRARO, LLC. J.C. CANNISTRARO, LLC. 401K RETIREMENT PLAN | WALTHAM MA | 241 | $33.3M | $206K |
| 3 | FUSION RISK MANAGEMENT, INC FUSION RISK MANAGEMENT, INC. 401(K) PLAN & TRUST | CHICAGO IL | 226 | $24.0M | $127K |
| 4 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN |
BOSTON MA |
| 148 |
| $31.9M |
| $62K |
| 5 | TRANSOM HIGHLIGHTS HOLDINGS CORPORATION GENE JUAREZ SALONS & SPAS 401(K) PLAN | RENTON WA | 450 | $34.9M | $56K |
| 6 | UPHEALTH, INC. UPHEALTH, INC. 401(K) PLAN | BOCA RATON FL | 228 | $6.9M | $47K |
| 7 | VALLEY PROFESSIONALS COMMUNITY HEALTH CENTER, INC. VPCHC 403B PLAN | CLINTON IN | 274 | $10.5M | $17K |
| 8 | SPRINGWELL, INC. SPRINGWELL RETIREMENT PLAN | WALTHAM MA | 261 | $14.7M | $12K |
| 9 | WELLVANA INTEGRATION PARTNERS, LLC WELLVANA 401(K) PLAN | NASHVILLE TN | 162 | $2.9M | $10K |
| 10 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $6K |
