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 | CITIZENS & NORTHERN CORPORATION CITIZENS & NORTHERN CORPORATION SAVINGS & RETIREMENT PLAN | WELLSBORO PA | 388 | $75.3M | $8.5M |
| 3 | MLK CONSULTING LLC DREAM GOLF 401(K) RETIREMENT PLAN | CHICAGO IL | 1,057 | $29.5M | $964K |
| 4 |
| DIRECT MARKETING SOLUTIONS, INC. DIRECT MARKETING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN |
PORTLAND OR |
| 425 |
| $14.0M |
| $533K |
| 5 | SIDE INC. SIDE 401(K) PLAN | SAN FRANCISCO CA | 140 | $13.4M | $468K |
