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 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $1.8M |
| 2 | SAN ANTONIO LIGHTHOUSE FOR THE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN ANTONIO LIGHTHOUSE FOR THE BLIND | SAN ANTONIO TX | 433 | $15.4M | $1.1M |
| 3 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA |
SARASOTA FL |
| 191 |
| $10.3M |
| $1.0M |
| 4 | MINNESOTA JEWISH COMMUNITY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA JEWISH COMMUNITY CENTER | ST. PAUL MN | 388 | $5.4M | $590K |
| 5 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $554K |
| 6 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $550K |
| 7 | MIDPENN LEGAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF MIDPENN LEGAL SERVICES, INC. | HARRISBURG PA | 108 | $9.7M | $487K |
| 8 | JARC 403(B) THRIFT PLAN FOR EMPLOYEES OF JARC | BLOOMFIELD HILLS MI | 50 | $2.6M | $409K |
| 9 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL | 83 | $8.1M | $382K |
| 10 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $377K |
