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 | THE DONALDSON GROUP, LLC THE DONALDSON GROUP, LLC | ROCKVILLE MD | 164 | $5.0M | $185K |
| 2 | MEDI USA, LP MEDI USA, L.P. PROFIT SHARING 401(K) PLAN | WHITSETT NC | 311 | $23.1M | $180K |
