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 | MBH ARCHITECTS, INC. MBH ARCHITECTS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 159 | $31.2M | $2.4M |
| 2 | FATHOM SEO, LLC FATHOM SEO, LLC 401(K) PLAN | CLEVELAND OH | 1 | $7.6M | $751K |
| 3 | SANCTUARY WEALTH GROUP, LLC SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 143 | $19.9M | $567K |
| 4 |
| MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST |
POUGHKEEPSIE NY |
| 232 |
| $7.6M |
| $91K |
| 5 | BH-SD OPCO, LLC API BHS 401(K) PLAN | LA MESA CA | 425 | $4.5M | $54K |
