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 | HARTE-HANKS, INC. HARTE HANKS INVESTMENT PLUS | CHELMSFORD MA | 819 | $149.0M | $10.7M |
| 2 | BOARD OF TRUSTEES FOR LOCAL 489 HEALTH AND WELFARE PLAN LOCAL 489 PLUMBERS AND STEAMFITTERS HEALTH AND WELFARE PLAN | CUMBERLAND MD | 110 | $1.6M | $72K |
