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 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $37K |
| 2 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE | SACRAMENTO CA | 366 | $6.0M | $20K |
| 3 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 |
| $15.1M |
| $18K |
| 4 | SAN DIEGO CENTER FOR CHILDREN SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN | SAN DIEGO CA | 386 | $7.3M | $18K |
| 5 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $9K |
| 6 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $8K |
| 7 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $7K |
| 8 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $4K |
| 9 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $2K |
| 10 | HEALTH SERVICES, INC. 403(B) THRIFT PLAN OF HEALTH SERVICES, INC. | MONTGOMERY AL | 333 | $6.0M | $1K |
