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 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $5.5M |
| 2 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $2.0M |
| 3 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $563K |
| 4 |
| WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN |
CLINTON OK |
| 706 |
| $52.4M |
| $450K |
| 5 | MOSAIC HEALTH MOSAIC HEALTH, INC. 403(B) PLAN | ROCHESTER NY | 126 | $7.2M | $418K |
| 6 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN | MCKINNEY MI | 257 | $17.9M | $308K |
| 7 | ACTIVE CONCEPTS, LLC ACTIVE CONCEPTS, LLC 401(K) PLAN | LINCOLNTON NC | 133 | $9.5M | $297K |
| 8 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $268K |
| 9 | VIE DE FRANCE YAMAZAKI INC VIE DE FRANCE YAMAZAKI INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 750 | $23.2M | $167K |
| 10 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $104K |