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 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $5.7M |
| 2 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $254K |
| 3 | FORD, WALKER, HAGGERTY & BEHAR, LLP FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN | LONG BEACH CA | 150 | $34.9M | $7K |
