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 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $9.3M |
| 2 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $6.2M |
| 3 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $2.2M |
| 4 |
| SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN |
BOSTON MA |
| 971 |
| $188.1M |
| $1.7M |
| 5 | COMHAR, INC. COMHAR 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 469 | $12.3M | $1.2M |
