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 | WELL DOT INC. WELL. 401(K) PLAN | CHAPEL HILL NC | 207 | $8.4M | $57K |
| 2 | MILWAUKEE COLLEGE PREPARATORY SCHOOL OF WISCONSIN MILWAUKEE COLLEGE PREP SCHOOL 403(B) RETIREMENT PLAN | MILWAUKEE WI | 125 | $3.7M | $8K |
