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 | ADVANCED PERSONNEL, INC. THE ADVANCED GROUP OF COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,136 | $86.5M | $966K |
| 2 | LEARNERS EDGE, LLC LEARNERS EDGE, LLC 401(K) PLAN | EAGAN MN | 478 | $13.6M | $178K |
| 3 | UNITED ZION RETIREMENT COMMUNITY UNITED ZION RETIREMENT COMMUNITY 403(B) RETIREMENT | LITITZ PA | 135 | $3.3M | $136K |
| 4 |
| URBAN AFFAIRS COALITION URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN |
PHILADELPHIA PA |
| 434 |
| $8.0M |
| $8K |
| 5 | MOTIVHEALTH INSURANCE COMPANY HEALTHEQUITY RETIREMENT SERVICES PLAN-MOTIVHEALTH INSURANCE COMPANY | SOUTH JORDAN UT | 198 | $4.9M | $7K |
