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 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $9.7M |
| 2 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $9.7M |
| 3 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $8.4M |
| 4 |
SEDRO WOOLLEY WA |
| 1,507 |
| $82.2M |
| $8.4M |
| 5 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $7.9M |
| 6 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $7.3M |
| 7 | WATERMARK RETIREMENT COMMUNITIES, LLC WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN | TUCSON AZ | 2,946 | $53.8M | $7.3M |
| 8 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $6.2M |
| 9 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $4.9M |
| 10 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $4.8M |
