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 | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $26.3M |
| 2 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN | PALO ALTO CA | 181 | $40.2M | $5.4M |
| 3 | SANTIAM MEMORIAL HOSPITAL SANTIAM MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN | STAYTON OR | 597 | $41.8M | $3.0M |
| 4 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $2.8M |
| 5 | MTA INVESTMENTS, INC. MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 306 | $10.5M | $1.1M |
| 6 | SUPERIOR STEEL, LLC DBA SUPERIOR STEEL FABRICATION SUPERIOR STEEL PROFIT SHARING 401(K) PLAN | EUGENE OR | 109 | $8.0M | $549K |
| 7 | SEIDEL SCHROEDER SEIDEL, SCHROEDER & COMPANY 401(K) PROFIT SHARING PLAN | BRENHAM TX | 110 | $17.4M | $498K |
| 8 | C&F MORTGAGE CORPORATION SBA DEFINED CONTRIBUTION PLAN FOR C&F MORTGAGE | MIDLOTHIAN VA | 140 | $23.7M | $55K |
| 9 | MAB COMMUNITY SERVICES INC. MAB COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | BROOKLINE MA | 607 | $5.3M | $18K |
