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 | BJ'S RESTAURANTS, INC. BJ'S RESTAURANTS, INC. 401(K) PLAN | HUNTINGTON BEACH CA | 11,963 | $44.7M | $573K |
| 2 | ESHARES, INC. DBA CARTA INC. ESHARES, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,152 | $129.0M | $136K |
| 3 | THE LOGISTICS COMPANY, INC. THE LOGISTICS COMPANY, INC. EMPLOYEE 401(K) SAVINGS PLAN | FAYETTEVILLE NC | 385 | $11.1M | $68K |
| 4 |
| CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN |
ARCADIA CA |
| 287 |
| $47.1M |
| $34K |
