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 | DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN | NEW YORK NY | 135 | $149.2M | $10.3M |
| 2 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $3.2M |
| 3 | PURSUE HEALTH LLC PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 2,393 | $17.4M | $53K |
| 4 |
| XARIABLE, INC. LOOP RETURNS 401(K) PLAN |
COLUMBUS OH |
| 195 |
| $8.4M |
| $33K |
