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 | VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP PA | 2,664 | $372.3M | $22.0M |
| 2 | MCNAIR MCLEMORE MIDDLEBROOKS & CO., LLC MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN | MACON GA | 109 | $50.5M | $14.3M |
| 3 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M |
| $8.5M |
| 4 | KBRA HOLDINGS, LLC KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST | NEW YORK NY | 511 | $76.6M | $8.3M |
| 5 | ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. ROCKWELL ARCHITECTURE, PLANNING & DESIGN, P.C. 401(K) SAVINGS PLAN | NEW YORK NY | 288 | $39.4M | $6.6M |
