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 | SAN ANTONIO POLICE OFFICERS & FIREFIGHTERS PREPAID LEGAL PLAN & TRUST GROUP LEGAL SERVICES | SAN ANTONIO TX | 4,287 | $7.7M | $618K |
| 2 | VISIONS FEDERAL CREDIT UNION VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | ENDICOTT NY | 686 | $151.9M | $416K |
| 3 | THE LOUIS BERKMAN COMPANY MASTER PENSION PLAN THE LOUIS BERKMAN COMPANY MASTER PENSION PLAN | PITTSBURGH PA | 3 | $15.3M |
| $164K |
