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 FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $971K |
| 2 | FOX-ROWDEN-MCBRAYER, LLC FRM 401(K) RETIREMENT PLAN | BUFORD GA | 200 | $21.2M | $463K |
| 3 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $320K |
| 4 |
| HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN |
KINGSTON NY |
| 1,286 |
| $103.1M |
| $81K |
| 5 | SAN DIEGO MUSEUM OF ART SAN DIEGO MUSEUM OF ART 403(B) RETIREMENT PLAN | SAN DIEGO CA | 117 | $11.0M | $63K |
