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 | WAYPOINT 403(B) THRIFT PLAN OF WAYPOINT | MANCHESTER NH | 398 | $9.8M | $460K |
| 2 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $121K |
| 3 | MENTAL HEALTH PROVIDERS OF TAX DEFERRED ANNUITY OF MENTAL HEALTH PROVIDERS OF WESTERN QUEENS, INC. | WOODSIDE NY | 64 | $1.6M | $68K |
| 4 |
| LUMIBILITY, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LUMIBILITY, INC. |
WESTBROOK CT |
| 197 |
| $5.3M |
| $36K |
| 5 | GIRL SCOUTS OF NORTHERN CALIFORNIA GIRL SCOUTS OF NORTHERN CALIFORNIA 403(B) PLAN | ALAMEDA CA | 114 | $11.2M | $8K |
| 6 | OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON MA | 227 | $22.8M | $5K |
| 7 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $2K |
