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 | BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN | ROCKY MOUNT NC | 290 | $97.0M | $602K |
| 2 | JONES COMPANIES, LLC JONES COMPANIES 401(K) PLAN | HATTIESBURG MS | 1,199 | $44.2M | $478K |