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 | THE WHITNEY ACADEMY, INC. THE WHITNEY ACADEMY, INC. TDA PLAN | EAST FREETOWN MA | 166 | $5.8M | $320K |
| 2 | PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN | COLCHESTER VT | 215 | $14.3M | $148K |
| 3 | RECREATION CENTERS OF SUN CITY, INC. RECREATION CENTERS OF SUN CITY EMPLOYEES 401(K) PLAN | SUN CITY AZ | 498 | $3.0M |
| $73K |
| 4 | OPEN SKY COMMUNITY SERVICES, INC. OPEN SKY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN | WORCESTER MA | 1,379 | $34.4M | $12K |
| 5 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $8K |
| 6 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN | EVANSVILLE IN | 526 | $18.9M | $5K |
