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 | SIMPLIFY COMPLIANCE, LLC SIMPLIFY COMPLIANCE 401(K) PLAN | BRENTWOOD TN | 244 | $37.5M | $309K |
| 2 | MILITARY OFFICERS ASSOCIATION OF AMERICA MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN | ALEXANDRIA VA | 81 | $42.0M | $210K |