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 | PRIVIA HEALTH LLC PRIVIA RETIREMENT PLAN | ARLINGTON VA | 4,858 | $462.5M | $8.1M |
| 2 | JUNIPER SQUARE, INC. JUNIPER SQUARE 401(K) PLAN | SAN FRANCISCO CA | 433 | $26.3M | $2.2M |
| 3 | PRIVIA MEDICAL GROUP GULF COAST, PLLC PRIVIA MEDICAL GROUP GULF COAST RETIREMENT PLAN | HOUSTON TX | 862 | $67.8M | $1.7M |
| 4 |
| RIMINI STREET, INC. RIMINI STREET INC. 401(K) PROFIT SHARING PLAN AND TRUST |
LAS VEGAS NV |
| 573 |
| $93.2M |
| $1.1M |
| 5 | CREDIT ONE BANK, NATIONAL ASSOCIATION CREDIT ONE BANK, N. A. 401(K) PLAN AND TRUST | LAS VEGAS NV | 954 | $100.1M | $941K |
| 6 | CARE.STAT!, INC. CARE.STAT! 401(K) PLAN | SACRAMENTO CA | 97 | $9.9M | $862K |
| 7 | DV01 DV01 401(K) PLAN | NEW YORK NY | 116 | $8.4M | $734K |
| 8 | HYPERPROOF INC HYPERPROOF 401(K) PLAN | SEATTLE WA | 161 | $8.2M | $686K |
| 9 | LEVATA LEVATA 401(K) PLAN | CHICAGO IL | 514 | $42.0M | $548K |
| 10 | CARVER COMPANIES CARVER COMPANIES PROFIT SHARING/401(K) PLAN | COEYMANS NY | 369 | $41.3M | $402K |
