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 | MOREGROUP HOLDINGS MOREGROUP HOLDINGS 401(K) PLAN | FORT WORTH TX | 654 | $62.5M | $9.5M |
| 2 | WOODLANDS BANK WOODLANDS BANK RETIREMENT AND INVESTMENT PLAN | WILLIAMSPORT PA | 107 | $11.9M | $402K |