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 | DIAMOND CREDIT UNION DIAMOND CREDIT UNION 401(K) PLAN AND TRUST | POTTSTOWN PA | 204 | $39.7M | $2.7M |
| 2 | CFCU COMMUNITY CREDIT UNION CFCU COMMUNITY CREDIT UNION 401(K) PLAN | ITHACA NY | 220 | $34.6M | $1.6M |
| 3 | UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | BALTIMORE MD | 1,552 | $76.0M |
| $1.6M |
| 4 | SHOCK TRAUMA ASSOCIATES, P.A. SHOCK TRAUMA ASSOCIATES, P.A. TAX DEFERRED ANNUITY PLAN | BALTIMORE MD | 86 | $19.0M | $933K |
| 5 | STEAMBOAT IS, INC. STEAMBOAT IS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KENNESAW GA | 317 | $26.3M | $720K |
