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 | THE NATIONAL GEOGRAPHIC SOCIETY THE NATIONAL GEOGRAPHIC SOCIETY 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 37 | $27.2M | $5.8M |
| 2 | PELLA MID-ATLANTIC INC. PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 183 | $19.1M | $4.0M |
| 3 | SUN LIFE FAMILY HEALTH CENTER, INC. SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN | CASA GRANDE AZ | 483 | $19.0M |
| $1.5M |
| 4 | SIERRA NATIONAL CONSTRUCTION, INC. SIERRA NATIONAL CONSTRUCTION, INC. 401K PW PLAN | CARMICHAEL CA | 83 | $11.1M | $494K |
| 5 | INDIANA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, IOMSA, P.C. RETIREMENT PLAN | FISHERS IN | 94 | $36.3M | $296K |
