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 | HEALTH FIRST, INC. HEALTH FIRST FROZEN 403(B) PLAN | MELBOURNE FL | 252 | $22.6M | $4.1M |
| 2 | BALL JANIK LLP BALL JANIK LLP 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 80 | $26.1M | $2.0M |
| 3 | NATIONAL ASSOCIATION OF BROADCASTERS NATIONAL ASSOCIATION OF BROADCASTERS RETIREMENT INCOME PLAN | WASHINGTON DC | 18 | $33.2M | $1.1M |
| 4 |
| THE POTTER'S HOUSE OF DALLAS, INC. THE POTTER'S HOUSE 401(K) SAVINGS PLAN |
DALLAS TX |
| 327 |
| $15.7M |
| $997K |
