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 | LIFE GENERATIONS HEALTHCARE, LLC GENERATIONS HEALTHCARE, LLC 401(K) PLAN | SANTA ANA CA | 4,034 | $64.9M | $9.9M |
| 2 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $38K |
| 3 | MARKET STREET BANCSHARES, INC. MARKET STREET BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MOUNT VERNON IL | 260 | $46.8M | $31K |
