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 | DEFENDER ASSOCIATION OF PHILADELPHIA DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN | PHILADELPHIA PA | 718 | $142.5M | $345K |
| 2 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $296K |
| 3 | CAROLE ROBERTSON CENTER FOR LEARNING CAROLE ROBERTSON CENTER FOR LEARNING RETIREMENT SAVINGS PLAN | CHICAGO IL | 304 | $4.4M | $25K |
