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 | SOUTHWEST HEALTH SYSTEM INC. SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | CORTEZ CO | 463 | $24.3M | $843K |
| 2 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $349K |
| 3 | BOA TECHNOLOGY INC. BOA RETIREMENT SAVINGS PLAN | DENVER CO | 140 | $21.2M | $335K |
| 4 |
| CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN |
CONCORD NC |
| 142 |
| $10.2M |
| $153K |
| 5 | KOINONIA FOSTER HOMES INC. KOINONIA FOSTER HOMES 401K PLAN | LOOMIS CA | 302 | $10.1M | $40K |
