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 | ST. CROIX REGIONAL MEDICAL CENTER, INC. ST. CROIX REGIONAL MEDICAL CENTER 403(B) PLAN | ST CROIX FLS WI | 679 | $83.5M | $4.2M |
| 2 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA | 217 | $23.0M | $503K |
| 3 | JT BD OF TTEES OF THE IUOE MARINE ENGINEERS LOCAL 25 MARINE DIVISION M INTERNATIONAL UNION OF OPERATING ENGINEERS MARINE DIVISION LOCAL 25 VACATION PLAN | MILLSTONE TOWNSHIP NJ | 1,103 |
| $4.4M |
| $166K |
