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 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN | ASHLAND OR | 385 | $7.4M | $63K |
| 2 | NORTH COUNTRY FAMILY HEALTH CENTER NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN | WATERTOWN NY | 159 | $11.5M | $6K |