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 | WELTMAN, WEINBERG & REIS CO., L.P.A WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST | INDEPENDENCE OH | 636 | $58.5M | $1.5M |
| 2 | ALLCARE MANAGEMENT SERVICES ALLCARE HEALTH 401(K) PLAN | GRANTS PASS OR | 366 | $17.2M | $1.2M |
| 3 | SITEWORX HOLDINGS, LLC SHIFT7 DIGITAL 401(K) PLAN | CARY NC | 58 | $10.8M | $677K |
| 4 |
| HOUCHIN COMMUNITY BLOOD BANK HOUCHIN COMMUNITY BLOOD BANK 403(B) RETIREMENT PLAN |
BAKERSFIELD CA |
| 96 |
| $4.2M |
| $48K |
