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 | $10.1M |
| 2 | EVANS SCHOLARS FOUNDATION EVANS SCHOLARS FOUNDATION TAX DEFERRED ANNUITY RETIREMENT PLAN | GLENVIEW IL | 101 | $24.1M | $3.8M |
| 3 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $2.9M |
| 4 | SIMPLISAFE, INC. SIMPLISAFE 401(K) PLAN | BOSTON MA | 1,145 | $55.3M | $2.2M |
| 5 | TERVIS TUMBLER COMPANY TERVIS TUMBLER COMPANY 401(K) PLAN | VENICE FL | 71 | $14.1M | $2.1M |
