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 | MATRIX TECHNOLOGIES, INC. MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN | MAUMEE OH | 302 | $80.3M | $1.9M |
| 2 | BOBBY COX COMPANIES, INC. BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN | FORT WORTH TX | 2,089 | $23.3M | $216K |
| 3 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $112K |
| 4 | INNOVATIVE HEALTH, LLC INNOVATIVE HEALTH, LLC 401K | SCOTTSDALE AZ | 143 | $6.4M | $58K |
| 5 | COMMUNITY YOUTH SERVICES COMMUNITY YOUTH SERVICES 403(B) RETIREMENT PLAN | OLYMPIA WA | 157 | $6.3M | $24K |
