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 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD NE | 220 | $13.1M | $866K |
| 2 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $194K |
| 3 | PLAN COMPLIANCE SERVICES, INC. TAG(K) POOLED EMPLOYER PLAN | CLEARWATER FL | 220 | $3.5M | $86K |
| 4 |
| CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP |
SPANISH FORK UT |
| 179 |
| $39.3M |
| $81K |
| 5 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $33K |
