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 | NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON MA | 98 | $16.7M | $347K |
| 2 | CHARLES RIVER COMMUNITY HEALTH, INC. CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN | BRIGHTON MA | 220 | $8.6M | $192K |
| 3 | TREANOR INC. TREANOR INC. 401(K) PROFIT SHARING PLAN | LAWRENCE KS | 160 | $35.4M | $116K |
