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 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $571K |
| 2 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $300K |
| 3 | TRILOGY FINANCIAL SERVICES, INC. TRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN | IRVINE CA | 128 | $21.8M | $229K |
| 4 |
| INCLOUD LLC ONTRA 401(K) PLAN |
CONCORD CA |
| 329 |
| $20.2M |
| $40K |
| 5 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE WA | 168 | $8.0M | $31K |
| 6 | PENINSULA BEHAVIORAL HEALTH THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH | PORT ANGELES WA | 137 | $8.2M | $30K |
| 7 | IMPACT SERVICES CORP. IMPACT SERVICES 401(K) PLAN | PHILADELPHIA PA | 171 | $1.7M | $18K |
