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 | SPECTRUM HEALTHCARE PARTNERS, P.A. SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND ME | 489 | $359.7M | $8.1M |
| 2 | CARTER FUNDS LLC CARTER FUNDS LLC 401(K) PLAN | TAMPA FL | 213 | $7.4M | $292K |
