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 | CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP | SPANISH FORK UT | 179 | $39.3M | $1.3M |
| 2 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE 401(K) PLAN | CLEARWATER FL | 767 | $5.1M | $73K |
| 3 | DELMARVA COMMUNITY SERVICES, INC. DELMARVA COMMUNITY SERVICES, INC. 401(K) PLAN | CAMBRIDGE MD | 236 | $3.7M | $31K |
| 4 |
| HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN |
FAIRFIELD CT |
| 111 |
| $30.1M |
| $21K |
| 5 | LA CROSS DENTAL LLC LA CROSS DENTAL, LLC 401(K) PROFIT SHARING PLAN | EDWARDSVILLE IL | 140 | $6.3M | $19K |
