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 | SCHWAB-VOLLHABER-LUBRATT, INC. SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN | ROSEVILLE MN | 126 | $64.8M | $1.0M |
| 2 | SHOREWEST REALTORS, INC. SHOREWEST REALTORS, INC. 401(K) SAVINGS PLAN | BROOKFIELD WI | 169 | $35.2M | $231K |
| 3 | REVENUE WELL SYSTEMS, LLC REVENUE WELL SYSTEMS 401(K) PLAN | SCHAUMBURG IL | 150 | $13.0M | $13K |
