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 | HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA FL | 540 | $36.3M | $181K |
| 2 | COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO 1081.01D SALARY DEFERRAL RETIREMENT PLAN | SAN JUAN PR | 294 | $7.7M | $96K |
| 3 | THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS, INC. LIGHTHOUSE LOUISIANA SAVINGS PLAN | NEW ORLEANS LA |
| 146 |
| $3.7M |
| $42K |
| 4 | SWIFT & STALEY INC. SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN | PADUCAH KY | 161 | $14.4M | $26K |