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 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 325 | $123.0M | $12.0M |
| 2 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $3.7M |
| 3 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY PLAN | WEST TRENTON NJ | 2,308 | $417.7M | $3.3M |
| 4 | PHB DIE CASTING INC. PHB DIE CASTING INC. 401(K) PLAN | FAIRVIEW PA | 155 | $9.5M | $815K |
| 5 | FAIR HEALTH, INC. FAIR HEALTH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $21.3M | $358K |
| 6 | VIRA INSIGHT, LLC VIRA INSIGHT, LLC 401(K) PLAN | LEWISVILLE TX | 201 | $12.2M | $27K |
