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 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $166K |
| 2 | TOTAL EDUCATION SOLUTIONS, INC. TOTAL EDUCATION SOLUTIONS, INC. 401(K) PLAN | SOUTH PASADENA CA | 471 | $17.3M | $149K |
| 3 | EASTER SEALS OF GREATER HOUSTON, INC. EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN | HOUSTON TX | 247 |
| $16.7M |
| $101K |
| 4 | INSTITUTE FOR THE REDESIGN OF LEARNING INSTITUTE FOR THE REDESIGN OF LEARNING 403(B) PROFIT/GAIN SHARING PLAN | SOUTH PASADENA CA | 299 | $8.9M | $60K |
| 5 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $34K |
