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 | LEO, INC. LEO, INC. 403(B) PLAN | LYNN MA | 114 | $5.9M | $116K |
| 2 | DELTA DENTAL OF WISCONSIN, INC. DELTA DENTAL OF WISCONSIN, INC. RETIREMENT PLAN | STEVENS POINT WI | 374 | $73.9M | $114K |
| 3 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN | CAMBRIDGE MA | 72 | $12.7M | $78K |
| 4 |
| NORTHWINDS TECHNOLOGY SOLUTIONS LLC NORTHWINDS TECHNOLOGY SOLUTIONS RETIREMENT PLAN |
STEVENS POINT WI |
| 232 |
| $57.7M |
| $42K |
| 5 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $24K |
| 6 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $21K |
