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 | PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND CA | 899 | $276.2M | $905K |
| 2 | THE MCGILLIS SCHOOL MCGILLIS SCHOOL DEFINED CONTRIBUTION PLAN | SALT LAKE CITY UT | 136 | $10.0M | $23K |