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 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $229K |
| 2 | WAKE ROBIN CORPORATION 403(B) THRIFT PLAN FOR EMPLOYEES OF WAKE ROBIN CORPORATION | SHELBURNE VT | 112 | $12.1M | $203K |
| 3 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 |
| $10.3M |
| $173K |
| 4 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $165K |
| 5 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE | SACRAMENTO CA | 366 | $6.0M | $129K |
| 6 | MIDPENN LEGAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF MIDPENN LEGAL SERVICES, INC. | HARRISBURG PA | 108 | $9.7M | $63K |
| 7 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 | $15.1M | $38K |
| 8 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $36K |
| 9 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $24K |
| 10 | BREAKING GROUND HDFC BREAKING GROUND 403(B) PLAN | NEW YORK NY | 921 | $19.5M | $19K |
