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 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $563K |
| 2 | SIMPSON SENIOR SERVICES, INC. SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN | BALA CYNWYD PA | 570 | $11.5M | $31K |
