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 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $7.8M |
| 2 | VNACARE VNACARE RETIREMENT PLAN | RANCHO CUCAMONGA CA | 150 | $13.5M | $1.9M |
| 3 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $944K |
| 4 |
| YOUTH AND FAMILY ALTERNATIVES, INC. YOUTH AND FAMILY ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW PORT RICHEY FL |
| 326 |
| $5.9M |
| $627K |
| 5 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $580K |
| 6 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $268K |
| 7 | DIRECTIONS FOR MENTAL HEALTH, 403(B) THRIFT PLAN FOR EMPLOYEES OF DIRECTIONS FOR MENTAL HEALTH, INC. | CLEARWATER FL | 384 | $3.8M | $198K |
| 8 | EXODUS INTEGRITY SERVICES, INC. EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST | WILLOUGHBY OH | 62 | $3.2M | $69K |
| 9 | PLEASANT VALLEY HOSPITAL PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN | POINT PLEASANT WV | 322 | $19.6M | $41K |
| 10 | HOSPICE OF DAVIDSON COUNTY, NO 403(B) THRIFT PLAN FOR HOSPICE OF DAVIDSON COUNTY, NORTH CAROLINA, INC. | LEXINGTON NC | 117 | $6.9M | $23K |
