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 | DZS INC. DZS INC. 401(K) PLAN | ADDISON TX | 138 | $72.8M | $1.5M |
| 2 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $764K |
| 3 | LOCALITY LLC LOCALITY LLC 401K PLAN | NEW YORK NY | 273 | $40.0M | $678K |
| 4 |
NORTH LOGAN UT |
| 104 |
| $5.8M |
| $37K |
