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 | INWEST TITLE SERVICES, INC. INWEST TITLE SERVICES PROFIT SHARING PLAN | OGDEN UT | 75 | $7.4M | $161K |
| 2 | ARISE VIRTUAL SOLUTIONS INC. ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN | MIRAMAR FL | 190 | $20.3M | $59K |
| 3 | DIGITAL MONITORING PRODUCTS, INC. DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN | SPRINGFIELD MO | 364 | $18.5M | $56K |
| 4 |
| MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN |
WESTWOOD NJ |
| 215 |
| $38.0M |
| $8K |
