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 | GRAND LAKE MENTAL HEALTH CENTER GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN | NOWATA OK | 2,282 | $28.7M | $253K |
| 2 | MONEYTREE, INC. MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN | RENTON WA | 465 | $30.0M | $42K |