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 | FAMILY HEALTH CENTERS OF SOUTH 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 636 | $29.6M | $605K |
| 2 | THE FORAKER GROUP 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FORAKER GROUP | ANCHORAGE AK | 327 | $11.6M | $576K |
| 3 | GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. | RICHMOND |
| 1,331 |
| $14.6M |
| $544K |
| 4 | ROSCO, INC. 401(K) PROFIT SHARING PLAN OF ROSCO, INC. | JAMAICA NY | 114 | $14.1M | $442K |
| 5 | HOUSING PARTNERSHIP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING PARTNERSHIP, INC. | RIVIERA BEACH FL | 245 | $8.7M | $390K |
| 6 | COMMUNITY ACTION CORPORATION OF SOUTH TEXAS EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS | ALICE TX | 629 | $19.0M | $350K |
| 7 | THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK NY | 109 | $16.5M | $284K |
| 8 | K'OYITL'OTS'INA LTD. BROOKS RANGE 401(K) PROFIT SHARING PLAN K'OYITL'OTS'INA, LTD. | FAIRBANKS AK | 508 | $29.1M | $254K |
| 9 | CENTRAL FLORIDA FAMILY HEALTH 403(B) THRIFT PLAN FOR EMPLOYEES OF CENTRAL FLORIDA FAMILY HEALTH CENTER, INC. D/B/A TRUE HEALTH | SANFORD FL | 365 | $15.3M | $220K |
| 10 | SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY | FARGO ND | 140 | $10.8M | $217K |
