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 | HEADSPACE, INC. HEADSPACE 401(K) PLAN | SANTA MONICA CA | 718 | $59.1M | $604K |
| 2 | TRUE NORTH MEDICAL GROUP LLC TRUE NORTH MEDICAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTH WALES PA | 176 | $8.2M | $15K |
| 3 | CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 403(B) PLAN | ROCHESTER NY | 1,628 | $7.8M | $13K |
| 4 | MAINVUE HOMES, LLC MAINVUE HOMES, LLC 401(K) PLAN | KIRKLAND WA | 95 | $5.6M | $11K |
| 5 | CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN | ROCHESTER NY | 1,626 | $30.4M | $1K |
