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 | SERVICESOURCE, INC. SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN | OAKTON VA | 2,691 | $124.5M | $504K |
| 2 | ENVISION, LLC ENVISION EMPLOYEE'S 401(K) PLAN | ST. LOUIS MO | 234 | $9.4M | $346K |
| 3 | ELITE ASSOCIATES HOLDING INC. ELITE ASSOCIATES HOLDING INC. RETIREMENT SAVINGS 401(K) PLAN | BREA CA | 139 | $8.7M | $281K |
| 4 |
| DANA HALL SCHOOL DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES |
WELLESLEY MA |
| 209 |
| $63.1M |
| $280K |
| 5 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $242K |
| 6 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $129K |
| 7 | MEIKO AMERICA, INC. MEIKO AMERICA, INC./MEIKO FREIGHT SERVICE, INC. 401K PLAN | TORRANCE CA | 98 | $10.7M | $86K |
| 8 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $50K |
| 9 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $31K |
