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 | REFLEXION MEDICAL REFLEXION MEDICAL RETIREMENT TRUST | HAYWARD CA | 251 | $30.9M | $2.5M |
| 2 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $680K |
| 3 | INCLOUD LLC ONTRA 401(K) PLAN | CONCORD CA | 329 | $20.2M | $257K |
| 4 |
HOUSTON TX |
| 229 |
| $5.3M |
| $248K |
| 5 | PENINSULA BEHAVIORAL HEALTH THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH | PORT ANGELES WA | 137 | $8.2M | $194K |
