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 | CAPE COD HEALTHCARE, INC. CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN | HYANNIS MA | 4,934 | $929.2M | $239K |
| 2 | HEGIRA HEALTH, INC. HHI RETIREMENT SAVINGS PLAN | LIVONIA MI | 463 | $17.2M | $168K |
| 3 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $156K |
| 4 |
| O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN |
STOCKTON CA |
| 329 |
| $6.8M |
| $144K |
| 5 | AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN | FORT WAYNE IN | 159 | $7.2M | $84K |
| 6 | COMMUNITY LIVING, INC COMMUNITY LIVING, INC. 403(B) PLAN | FREDERICK MD | 198 | $5.8M | $68K |
| 7 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $31K |
| 8 | ST. CAMILLUS RESIDENTIAL HEALTH CARE FACILITIES ST. CAMILLUS RESIDENTIAL HEALTH CARE FACILITIES TAX SHELTERED ANNUITY PLAN | SYRACUSE NY | 373 | $15.7M | $28K |
| 9 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $25K |
| 10 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $20K |
