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 | HEART OF FLORIDA UNITED WAY, INC. HEART OF FLORIDA UNITED WAY, INC. PROTOTYPE 401K PROFIT SHARING PLAN | ORLANDO FL | 154 | $8.8M | $416K |
| 2 | NEWCAP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NEWCAP, INC. | OCONTO WI | 108 | $9.5M | $263K |
| 3 | HEALTH SERVICES, INC. 403(B) THRIFT PLAN OF HEALTH SERVICES, INC. | MONTGOMERY AL | 333 | $6.0M | $238K |
| 4 |
| SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES |
BERKELEY CA |
| 274 |
| $19.7M |
| $218K |
| 5 | CARDINAL SERVICES, INC. OF IND 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARDINAL SERVICES, INC. OF INDIANA | WARSAW IN | 386 | $8.0M | $109K |
| 6 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $33K |
| 7 | BERKSHIRE COUNTY ARC, INC. 403(B) THRIFT PLAN OF BERKSHIRE COUNTY ARC, INC. | PITTSFIELD MA | 1,674 | $18.9M | $18K |
| 8 | INDIANA LEGAL SERVICES, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIANA LEGAL SERVICES, INC. | INDIANAPOLIS IN | 174 | $17.3M | $9K |
