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 | CFA INSTITUTE CFA INSTITUTE 401(K) PLAN | CHARLOTTESVILLE VA | 403 | $240.4M | $11.3M |
| 2 | CHOICES HEALTHCARE CHOICES HEALTHCARE 401(K) RETIREMENT PLAN | LANCASTER PA | 511 | $42.6M | $697K |
| 3 | CONETRIX, LLC CONETRIX 401(K) PLAN | LUBBOCK TX | 128 | $13.7M | $100K |
