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 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN | WESTWOOD NJ | 215 | $38.0M | $714K |
| 2 | FAMILY MEDICAL CENTER OF MICHIGAN FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN | TEMPERANCE MI | 160 | $9.8M | $216K |
| 3 | ARISE VIRTUAL SOLUTIONS INC. ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN | MIRAMAR FL | 190 | $20.3M | $32K |
| 4 |
| GOOD SOURCE SOLUTIONS, INC. GOOD SOURCE SOLUTIONS, INC. 401(K) PLAN |
CARLSBAD CA |
| 199 |
| $13.0M |
| $5K |
