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 | TRUSTEES OF HAMPSHIRE COLLEGE HAMPSHIRE COLLEGE 403(B) RETIREMENT PLAN | AMHERST MA | 258 | $160.5M | $2.0M |
| 2 | AMERICANTCS FIDUCIARY SERVICES, LLC AMERICAS 403B PEP | PITTSBURGH PA | 1,418 | $73.2M | $911K |
| 3 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $277K |
| 4 |
| NOVEL ENERGY SOLUTIONS, LLC NES 401(K) PLAN |
ST. PAUL MN |
| 281 |
| $5.1M |
| $134K |
| 5 | ROOSEVELT CHILDREN'S ACADEMY ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL 401(K) PLAN | ROOSEVELT NY | 129 | $4.4M | $79K |
| 6 | JEWISH COMMUNITY SERVICES JEWISH COMMUNITY SERVICES 401(K) PLAN | MIAMI FL | 685 | $5.0M | $46K |
| 7 | UNITED ABILITY, INC. UNITED ABILITY, INC. 403(B) RETIREMENT PLAN | BIRMINGHAM AL | 265 | $8.2M | $35K |
| 8 | KICKSTARTER, PBC KICKSTARTER, PBC 401(K) PLAN | NEW YORK NY | 98 | $12.6M | $28K |
| 9 | OAK ORCHARD COMMUNITY HEALTH CENTER, INC. OAK ORCHARD COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | BROCKPORT NY | 253 | $5.5M | $26K |
| 10 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $20K |
