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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $76.1M |
| 2 | LEGACY HEALTH LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 10,847 | $817.2M | $22.1M |
| 3 | RADIATE HOLDCO, LLC RADIATE HOLDCO, LLC RETIREMENT SAVINGS PLAN | PRINCETON NJ | 2,817 | $317.0M | $11.4M |
| 4 |
| DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC |
NEW ORLEANS LA |
| 122 |
| $13.1M |
| $4.5M |
| 5 | GOOD SHEPHERD HEALTH CARE SYSTEM GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN | HERMISTON OR | 954 | $92.5M | $2.7M |
| 6 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $2.1M |
