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 | MORLEY BUILDERS, INC. MORLEY BUILDERS EMPLOYEE SAVINGS PLAN | SANTA MONICA CA | 141 | $36.8M | $1.8M |
| 2 | VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN | MADERA CA | 299 | $117.6M | $750K |
| 3 | MORTGAGE CAPITAL TRADING, INC. MORTGAGE CAPITAL TRADING, INC. 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 102 | $12.8M |
| $296K |
