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 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | ROCKVILLE MD | 574 | $17.5M | $1.4M |
| 2 | LEGAL AID SOCIETY OF EASTERN VIRGINIA LEGAL AID SOCIETY OF EASTERN VIRGINIA 403(B) CONTRIBUTORY TDA PLAN | NORFOLK VA | 60 | $5.3M | $1.2M |
| 3 | WILLIAMSBURG LANDING, INC. WILLIAMSBURG LANDING, INC. 403(B) RETIREMENT PLAN | WILLIAMSBURG VA | 424 | $8.7M |
| $448K |
