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 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $4.9M |
| 2 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $1.2M |
| 3 | OREGON EYE CONSULTANTS, LLC OREGON EYE CONSULTANTS, LLC EMPLOYEE SAVINGS PLAN | EUGENE OR | 60 | $8.9M | $332K |
| 4 |
| SKOWHEGAN SAVINGS BANK SKOWHEGAN SAVINGS BANK 401(K) RETIREMENT PLAN |
SKOWHEGAN ME |
| 136 |
| $15.3M |
| $74K |
| 5 | NEW ENGLAND LIFE CARE, INC. NEW ENGLAND LIFE CARE, INC. 403(B) RETIREMENT PLAN | SCARBOROUGH ME | 498 | $30.1M | $34K |
| 6 | PLAID ENTERPRISES, INC. PLAID ENTERPRISES, INC. 401(K) RET. SAV. PLAN | PEACHTREE CORNERS GA | 396 | $37.8M | $26K |
| 7 | CLAREST HEALTH, LLC AKA PROCARE LTC HOLDING, LLC CLAREST HEALTH 401(K) PLAN | VIENNA VA | 1,711 | $66.6M | $24K |
| 8 | BLVD RESIDENTIAL INC. BLVD RESIDENTIAL INC. 401(K) PLAN | MENLO PARK CA | 297 | $2.4M | $5K |
| 9 | VERMONT ADULT LEARNING VERMONT ADULT LEARNING RETIREMENT PLAN | BURLINGTON VT | 93 | $4.3M | $3K |
