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 | FAMILY HEALTH NETWORK OF CENTRAL NEW YORK FAMILY HEALTH NETWORK OF CENTRAL NEW YORK 401(K) PROFIT SHARING PLAN | HOMER NY | 118 | $5.0M | $1.8M |
| 2 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $631K |
| 3 | COORDINATED CARE SERVICES, INC CCSI 403(B) RETIREMENT PLAN | ROCHESTER NY | 459 | $30.3M | $443K |
| 4 |
| KAISERAIR, INC. KAISERAIR, INC. SAVINGS AND PROFIT SHARING PLAN |
OAKLAND CA |
| 157 |
| $25.8M |
| $109K |
| 5 | SPAGNOLO/GISNESS & ASSOCIATES, INC. SPAGNOLO/GISNESS & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN | BOSTON MA | 44 | $10.2M | $97K |
| 6 | HOME CAREGIVERS PARTNERSHIP LLC CANYON & RED ROCK 401(K) PLAN | SALT LAKE CITY UT | 1,244 | $3.6M | $25K |