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 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BIRMINGHAM AL | 99 | $31.1M | $1.8M |
| 2 | UNIVERSITY CREDIT UNION UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST | LOS ANGELES CA | 134 | $16.2M | $1.5M |
| 3 | AVENIR FINANCIAL FEDERAL CREDIT UNION AVENIR FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | YUMA AZ | 96 |
| $5.6M |
| $393K |
