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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $3.4M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $2.5M |
| 3 | JOHN I. HAAS, INC. JOHN I. HAAS, INC. MASTER TRUST | YAKIMA WA | — | $33.1M | $2.4M |
| 4 |
| JOHN I. HAAS, INC. JOHN I. HAAS, INC. NON-UNION 401(K) RETIREMENT PLAN |
YAKIMA WA |
| 218 |
| $32.0M |
| $2.3M |
| 5 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $1.9M |