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 | DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE UT | 1,570 | $83.2M | $3.8M |
| 2 | HEALTHKEEPERZ, INC. HEALTHKEEPERZ, INC. 401(K) PLAN | PEMBROKE NC | 134 | $2.8M | $100K |
| 3 | GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN | CANTON GA | 139 | $17.8M | $93K |
| 4 |
HUNTINGTON STATION NY |
| 195 |
| $11.9M |
| $2K |