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 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $2.5M |
| 2 | ALTRA FEDERAL CREDIT UNION ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ONALASKA WI | 498 | $73.1M | $843K |
| 3 | BROOKHAVEN AT LEXINGTON BROOKHAVEN AT LEXINGTON 403(B) PLAN | LEXINGTON MA | 122 | $19.4M | $642K |
| 4 |
| EL DORADO SAVINGS BANK EL DORADO SAVINGS BANK PROFIT SHARING PLAN |
PLACERVILLE CA |
| 252 |
| $43.4M |
| $612K |
| 5 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $550K |
