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 | CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE CO | 525 | $33.8M | $1.5M |
| 2 | ACCESS CARE PARTNERS, INC. ACCESS CARE PARTNERS, INC. TAX SHELTER RETIREMENT PLAN | HOLYOKE MA | 236 | $10.0M | $719K |
| 3 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $344K |
| 4 |
| BIG BOLT, LLC BIG BOLT 401(K) PLAN |
BLOOMINGDALE IL |
| 123 |
| $9.3M |
| $104K |
