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 | SUNMARK CREDIT UNION SUNMARK CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN | LATHAM NY | 194 | $26.3M | $682K |
| 2 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | ROCKVILLE MD | 574 | $17.5M | $202K |
| 3 | US DATA MANAGEMENT, LLC DBA USDM LIFE SCIENCES USDM LIFE SCIENCES 401(K) SAVINGS PLAN | SANTA BARBARA CA | 135 | $13.0M | $156K |
