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 | THE ARC BALTIMORE, INC. 403(B) THRIFT PLAN OF THE ARC BALTIMORE, INC. | BALTIMORE MD | 938 | $26.0M | $330K |
| 2 | 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 | $49K |
| 3 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL |
| 83 |
| $8.1M |
| $11K |
| 4 | OPERATION KINDNESS 403(B) THRIFT PLAN FOR EMPLOYEES OF OPERATION KINDNESS | CARROLLTON TX | 189 | $2.1M | $10K |
| 5 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $7K |
| 6 | SAN ANTONIO LIGHTHOUSE FOR THE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN ANTONIO LIGHTHOUSE FOR THE BLIND | SAN ANTONIO TX | 433 | $15.4M | $4K |
| 7 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 | $15.1M | $3K |
| 8 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $3K |
| 9 | BETTER COMMUNITY LIVING, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BETTER COMMUNITY LIVING, INC. | NEW BEDFORD MA | 321 | $2.9M | $3K |
| 10 | MIDPENN LEGAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF MIDPENN LEGAL SERVICES, INC. | HARRISBURG PA | 108 | $9.7M | $3K |
