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 | WELLNESS PET LLC THE WELLNESS PET COMPANY EMPLOYEE 401(K) PLAN | BURLINGTON MA | 349 | $34.5M | $210K |
| 2 | LUMINA FOUNDATION FOR EDUCATION, INC. LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 99 | $23.9M | $92K |
| 3 | FLORIDA CAPITAL BANK, N.A. FLORIDA CAPITAL GROUP, INC. 401(K) PLAN | JACKSONVILLE FL | 130 | $9.8M | $30K |
| 4 |
| NEW SUNSHINE, LLC. NEW SUNSHINE, LLC 401(K) PLAN |
INDIANAPOLIS IN |
| 158 |
| $9.7M |
| $2K |