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 | CARITHERS-WALLACE-COURTENAY, LLC CARITHERS WALLACE COURTENAY 401(K) RETIREMENT PLAN | ATLANTA GA | 103 | $12.8M | $122K |
| 2 | INTANDEM HUMAN RESOURCES, LLC ITHR 401(K) PLAN | DENVER CO | 1,147 | $49.0M | $69K |
| 3 | KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., L.P.A. KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN | CANTON OH | 109 | $34.8M | $46K |
| 4 | SAGE SENIOR LIVING, LLC SAGE SENIOR LIVING, LLC 401(K) PLAN | SPRINGFIELD PA | 602 | $5.6M | $16K |
| 5 | HEALTHMARK MEDICAL GROUP, LLC DBA HEALTHMARK GROUP, LLC HEALTHMARK MEDICAL GROUP, LLC DBA HEALTHMARK GROUP, LLC 401(K) P/S PLAN | COPPELL TX | 633 | $6.1M | $12K |
