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 | REGIONAL WOMEN'S HEALTH GROUP, LLC AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN | VOORHESS NJ | 2,120 | $324.0M | $38.8M |
| 2 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN | MORGANTOWN WV | 2,091 | $327.7M | $33.0M |
| 3 | CONFLUENCE TECHNOLOGIES, INC. CONFLUENCE 401(K) PLAN | PITTSBURGH PA | 249 | $71.7M | $14.4M |
| 4 |
| HOLMES US, A PARTNERSHIP HOLMES US, A PARTNERSHIP SALARY SAVINGS PLAN 401(K) |
SAN FRANCISCO CA |
| 102 |
| $11.0M |
| $2.8M |
| 5 | WATERFIELD TECHNOLOGIES WATERFIELD TECHNOLOGIES 401(K) PLAN | TULSA OK | 225 | $33.8M | $2.7M |
| 6 | CE BROKER, INC. CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST | JACKSONVILLE BEACH FL | 155 | $8.1M | $1.5M |
| 7 | STRAIGHTERLINE, INC. STRAIGHTERLINE, INC. 401(K) PLAN | ARLINGTON VA | 81 | $3.8M | $152K |
