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 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $2.4M |
| 2 | GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. | RICHMOND VA | 1,331 | $14.6M | $1.5M |
| 3 | THE ARC OF VENTURA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF VENTURA COUNTY, INC. | VENTURA CA |
| 202 |
| $13.0M |
| $612K |
| 4 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $395K |
| 5 | WAIKIKI HEALTH 403(B) THRIFT PLAN OF WAIKIKI HEALTH | HONOLULU HI | 199 | $12.8M | $211K |
| 6 | ROSCO, INC. 401(K) PROFIT SHARING PLAN OF ROSCO, INC. | JAMAICA NY | 114 | $14.1M | $179K |
| 7 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL | 83 | $8.1M | $178K |
| 8 | G & H WIRE COMPANY, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF G & H WIRE COMPANY, INC. | GREENWOOD IN | 129 | $4.6M | $165K |
| 9 | SUTTER ROOFING COMPANY OF FLORIDA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SUTTER ROOFING COMPANY OF FLORIDA | SARASOTA FL | 266 | $10.5M | $149K |
| 10 | HEALTH PLANNING COUNCIL OF SOU 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 145 | $11.5M | $119K |
