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 | BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND HEARTLAND HEALTH AND WELLNESS FUND | DAYTON OH | 48,345 | $40.9M | $8.3M |
| 2 | THE BEAR CREEK SCHOOL BEAR CREEK SCHOOL 403B RETIREMENT PLAN | REDMOND WA | 307 | $14.2M | $65K |
| 3 | FIDUCIARY WISE, LLC FBO PSN SERVICES, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 806 | $11.8M | $3K |
| 4 | PUERTO RICO TELEPHONE COMPANY, INC. CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 3,173 | $1.5M | $877 |
