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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $9.0M |
| 2 | FREDERICK HEALTH, INC. FREDERICK HEALTH 403(B) PLAN | FREDERICK MD | 3,476 | $320.9M | $2.7M |
| 3 | PARSONS COMPANY, INC. PARSONS COMPANY, INC. PROFIT SHARING AND 401(K) PLAN | ROANOKE IL | 208 | $29.0M | $413K |
| 4 |
| INFECTIOUS DISEASES SOCIETY OF AMERICA INFECTIOUS DISEASES SOCIETY OF AMERICA RETIREMENT PLAN |
ARLINGTON VA |
| 109 |
| $19.0M |
| $204K |
