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 | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $20.2M |
| 2 | SUNSWEET GROWERS INC. SUNSWEET GROWERS INC, 401(K) PLAN | YUBA CITY CA | 316 | $74.7M | $8.9M |
| 3 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $973K |
| 4 |
| SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN |
PORTLAND OR |
| 73 |
| $17.0M |
| $910K |
| 5 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $790K |
| 6 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN | MONTEREY CA | 163 | $11.4M | $762K |
| 7 | THE CARING COALITION OF CENTRAL NEW YORK THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN | LIVERPOOL NY | 120 | $9.5M | $610K |
| 8 | PENTAGON TECHNOLOGIES GROUP, INC. PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 675 | $31.1M | $422K |
| 9 | TYREE OIL, INC. TYREE 401(K) PLAN | EUGENE OR | 201 | $9.0M | $92K |
| 10 | ALAMEDA COUNTY COMMUNITY FOOD BANK ALAMEDA COUNTY COMMUNITY FOOD BANK 403(B) PLAN | OAKLAND CA | 156 | $14.1M | $92K |
