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 | CHEROKEE TOWN & COUNTRY CLUB, INC. CHEROKEE TOWN & COUNTRY CLUB 401(K) RETIREMENT PLAN | ATLANTA GA | 393 | $19.9M | $713K |
| 2 | SANCTUARY WEALTH GROUP, LLC SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 143 | $19.9M | $322K |
| 3 | FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 97 |
| $7.9M |
| $159K |
