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 | BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 403(B) PLAN | SOUTH BEND IN | 7,860 | $694.9M | $16.0M |
| 2 | COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN | FRESNO CA | 10,887 | $673.3M | $9.5M |
| 3 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $3.5M |
| 4 | JX ENTERPRISES, INC. JX ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | HARTLAND WI | 1,071 | $91.8M | $3.2M |
| 5 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN | WASHINGTON DC | 653 | $329.9M | $3.0M |
| 6 | BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 401(A) PLAN | SOUTH BEND IN | 1,410 | $58.8M | $2.2M |
| 7 | LEONARD'S EXPRESS, INC. LEONARD'S EXPRESS, INC. 401(K) SAVINGS PLAN | FARMINGTON NY | 585 | $29.9M | $699K |
| 8 | EVERIDGE, INC. EVERIDGE EMPLOYEE 401(K) PLAN | PLYMOUTH MN | 498 | $19.2M | $500K |
| 9 | GASTON FAMILY HEALTH SERVICES, INC. D.B.A. KINTEGRA HEALTH RETIREMENT PLAN FOR EMPLOYEES OF KINTEGRA HEALTH | GASTONIA NC | 1,205 | $53.4M | $458K |
| 10 | CREATIVE TESTING SOLUTIONS CREATIVE TESTING SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 988 | $83.1M | $344K |
