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 | ALEGEUS TECHNOLOGIES, LLC ALEGEUS TECHNOLOGIES LLC 401(K) PLAN | WALTHAM MA | 687 | $58.0M | $1.2M |
| 2 | U.S. GREEN BUILDING COUNCIL, INC. U.S. GREEN BUILDING COUNCIL 401(K) PLAN | WASHINGTON DC | 266 | $49.2M | $1.1M |
| 3 | CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE CO | 525 | $33.8M | $714K |
| 4 |
| FIRST BERNE FINANCIAL CORP FIRST BERNE EMPLOYEE STOCK OWNERSHIP AND 401( K) PLAN |
BERNE IN |
| 111 |
| $31.6M |
| $269K |