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 | CHOICES HEALTHCARE CHOICES HEALTHCARE 401(K) RETIREMENT PLAN | LANCASTER PA | 511 | $42.6M | $3.4M |
| 2 | VICEROY HOTEL MANAGEMENT, LLC VICEROY HOTEL MANAGEMENT, LLC 401(K) PLAN | WEST HOLLYWOOD CA | 317 | $13.1M | $1.7M |
| 3 | INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,001 | $14.4M | $627K |
| 4 |
| CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN |
BOSTON MA |
| 95 |
| $39.9M |
| $503K |
| 5 | FRANKLIN MOUNTAIN MANAGEMENT, LLC FRANKLIN MOUNTAIN MANAGEMENT, LLC 401(K) PLAN | EL PASO TX | 647 | $15.7M | $90K |
| 6 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $45K |
| 7 | THE MAGELLAN INTERNATIONAL SCHOOL OF AUSTIN THE MAGELLAN INTERNATIONAL SCHOOL RETIREMENT PLAN | AUSTIN TX | 133 | $2.3M | $31K |
