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 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $1.1M |
| 2 | LONE WOLF REAL ESTATE TECHNOLOGIES, INC. LONE WOLF REAL ESTATE TECHNOLOGIES, INC. 401(K) PLAN | DALLAS TX | 290 | $23.0M | $372K |
| 3 | WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WILSHIRE HEALTH AND COMMUNITY SERVICES 403(B) RETIREMENT PLAN | SAN LUIS OBISPO CA | 137 |
| $8.2M |
| $208K |
| 4 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. MONEY PURCHASE PENSION PLAN | MIDWEST CITY OK | 151 | $3.8M | $51K |
| 5 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $9K |
