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 | NORTH COUNTY HEALTH PROJECT, INC. NORTH COUNTY HEALTH PROJECT, INC. 403(B) PLAN | SAN MACROS CA | 815 | $61.5M | $2.8M |
| 2 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA HEALTH CENTER PARTNERS 403(B) PLAN | SAN DIEGO CA | 133 | $13.8M | $230K |
| 3 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $190K |
