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 | M FINANCIAL HOLDINGS INCORPORATED M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN | PORTLAND OR | 277 | $91.7M | $2.2M |
| 2 | COLUMBIA EYE CLINIC, P.A. COLUMBIA EYE CLINIC, P. A. 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 218 | $24.3M | $1.0M |