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 | CREDENCE MANAGEMENT SOLUTIONS LLC CREDENCE MANAGEMENT SOLUTIONS GLOBAL HEALTH 401(K) PROFIT SHARING PLAN | MCLEAN VA | 270 | $23.3M | $3.6M |
| 2 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $714K |
| 3 | VALLEY FAMILY HEALTH CARE, INC. VALLEY FAMILY HEALTH CARE, INC. 403(B) PLAN | PAYETTE ID | 270 | $11.1M | $495K |
| 4 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $446K |
| 5 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN | WEST PALM BEACH FL | 1,307 | $25.9M | $445K |
| 6 | LEGAL AID OF WESTERN MISSOURI LEGAL AID OF WESTERN MISSOURI PROFIT SHARING PLAN | KANSAS CITY MO | 132 | $16.1M | $418K |
| 7 | ENVISION MANAGEMENT, LLC ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,570 | $54.0M | $335K |
| 8 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $312K |
| 9 | UNITED METHODIST FAMILY SERVICES OF VIRGINIA UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. 401(K) PROFIT SHARING | RICHMOND VA | 293 | $18.8M | $132K |
| 10 | AGAMERICA LENDING LLC AGAMERICA LENDING LLC 401(K) PLAN | LAKELAND FL | 113 | $10.7M | $28K |
