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 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $3.2M |
| 2 | ST FRANCIS HEALTH SERVICES OF MORRIS INC. ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN | MORRIS MN | 1,416 | $38.7M | $1.0M |
| 3 | ST FRANCIS HEALTH SERVICES OF MORRIS INC. ST. FRANCIS HEALTH SERVICES OF MORRIS TAX DEFERRED ANNUITY PLAN | MORRIS MN |
| 2,133 |
| $18.3M |
| $915K |
| 4 | GOLFTEC MANAGEMENT, INC. GOLFTEC 401(K) PLAN | ENGLEWOOD CO | 849 | $29.8M | $705K |
| 5 | WORLD RELIEF WORLD RELIEF 401(K) PLAN | TOWSON MD | 1,211 | $36.5M | $496K |
