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 | OHIO LIVING OHIO LIVING 403(B) PLAN | WESTERVILLE OH | 2,442 | $72.5M | $1.7M |
| 2 | JEWISH FAMILY SERVICE OF TIDEWATER, INC. JEWISH FAMILY SERVICE 403B TAX DEFERRED ANNUITY PLAN | VIRGINIA BEACH VA | 96 | $5.2M | $687K |
