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 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $3.7M |
| 2 | CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP | SPANISH FORK UT | 179 | $39.3M | $419K |
| 3 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $263K |
| 4 |
| PLAN COMPLIANCE SERVICES, INC. ENTERPRISE SELECT PREMIER POOLED EMPLOYER PLAN |
CLEARWATER FL |
| 1,302 |
| $28.5M |
| $72K |
| 5 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD NE | 220 | $13.1M | $59K |
| 6 | PLAN COMPLIANCE SERVICES, INC. TAG(K) POOLED EMPLOYER PLAN | CLEARWATER FL | 220 | $3.5M | $53K |
| 7 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $13K |
