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 | LEARNING TECHNOLOGIES ACQ CORP PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 269 | $55.8M | $2.3M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $1.7M |
| 3 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $1.6M |
| 4 |
SAN FRANCISCO CA |
| 290 |
| $19.1M |
| $1.5M |
| 5 | FOUR RIVERS NUCLEAR PARTNERSHIP FOUR RIVERS NUCLEAR PARTNERSHIP RETIREMENT PLAN | KEVIL KY | 831 | $108.4M | $1.5M |
| 6 | GLOBE TAX SERVICES, INC. GLOBE TAX 401(K) PLAN | NEW YORK NY | 148 | $45.0M | $1.4M |
| 7 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $1.3M |
| 8 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $1.1M |
| 9 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $1.0M |
| 10 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $971K |
