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 | FORREST T. JONES & COMPANY, INC. FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 331 | $36.0M | $11.7M |
| 2 | NTI CONNECT, LLC NTI CONNECT 401(K) PLAN | DOWNERS GROVE IL | 1,156 | $28.2M | $11.4M |
| 3 | WOMEN'S SPECIALISTS OF NEW MEXICO LTD. WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN | ALBUQUERQUE NM | 102 | $19.8M | $11.2M |
