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 | AMERICAN ORTHODONTICS CORPORATION AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN | SHEBOYGAN WI | 676 | $80.4M | $4.5M |
| 2 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $1.1M |
| 3 | MINNESOTA ORCHESTRAL ASSOCIATION MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 258 | $14.3M | $708K |
| 4 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $208K |