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 | MASON MCDUFFIE MORTGAGE CORPORATION MASON MCDUFFIE MORTGAGE CORPORATION | SAN RAMON CA | 291 | $13.9M | $451K |
| 2 | THE SPANOS CORPORATION THE SPANOS 401(K) INCENTIVE PLAN | STOCKTON CA | 108 | $13.4M | $301K |
| 3 | TAULIA LLC TAULIA 401(K) PLAN & TRUST | SAN FRANCISCO CA | 261 | $25.5M | $5K |