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 | TUALITY HEALTHCARE TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) | HILLSBORO OR | 1,323 | $120.4M | $5.9M |
| 2 | THE WASHINGTON HOSPITAL THE WASHINGTON HOSPITAL RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 1,554 | $119.8M | $3.6M |
| 3 | PERFICIENT, INC. THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN | ST. LOUIS MO | 2,450 | $391.4M | $3.5M |
| 4 |
| ABC LIQUORS, INC. DBA ABC FINE WINE & SPIRITS ABC FINE WINE & SPIRITS 401K RETIREMENT & SAVINGS PLAN |
ORLANDO FL |
| 1,083 |
| $45.0M |
| $2.6M |
| 5 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $2.1M |
| 6 | VERMONT MUTUAL INSURANCE COMPANY VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | MONTPELIER VT | 343 | $76.4M | $2.0M |
| 7 | COMMUNITY BLOOD CENTER, ALSO DBA COMMUNITY TISSUE SERVICES CBC/CTS 401K PLAN | DAYTON OH | 1,005 | $79.1M | $2.0M |
| 8 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN | HONOLULU HI | 957 | $163.4M | $1.9M |
| 9 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $1.5M |
| 10 | SUNSTATE EQUIPMENT CO., LLC SUNSTATE EQUIPMENT CO., LLC RETIREMENT SAVINGS PLAN AND TRUST | PHOENIX AZ | 2,256 | $164.0M | $1.4M |
