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 | ALUCHEM, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | READING OH | 137 | $11.8M | $1.2M |
| 2 | DAVID NELSON CONSTRUCTION CO. DAVID NELSON CONSTRUCTION CO. 401K PROFIT SHARING PLAN | PALM HARBOR FL | 117 | $7.5M | $1.1M |
| 3 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $1.0M |
| 4 |
FORT WAYNE IN |
| 159 |
| $7.2M |
| $986K |
| 5 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $932K |
| 6 | VISITING NURSE ASSOCIATION OF BOSTON, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION, INC. | WORCESTER MA | 178 | $40.5M | $769K |
| 7 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $732K |
| 8 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $540K |
| 9 | LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN | VENTURA CA | 214 | $10.0M | $233K |
| 10 | HEGIRA HEALTH, INC. HHI RETIREMENT SAVINGS PLAN | LIVONIA MI | 463 | $17.2M | $225K |
