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 | PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN | COLCHESTER VT | 215 | $14.3M | $122K |
| 2 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $52K |
| 3 | THE WHITNEY ACADEMY, INC. THE WHITNEY ACADEMY, INC. TDA PLAN | EAST FREETOWN MA | 166 | $5.8M | $27K |
| 4 |
| GEORGIA LEGAL SERVICES PROGRAM GEORGIA LEGAL SERVICES PROGRAM BARGAINING UNIT EMPLOYEES 403(B) PLAN |
ATLANTA GA |
| 102 |
| $6.0M |
| $13K |
| 5 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA HEALTH CENTER PARTNERS 403(B) PLAN | SAN DIEGO CA | 133 | $13.8M | $3K |
| 6 | OPPORTUNITY ALLIANCE OPPORTUNITY ALLIANCE 403(B) PLAN | SOUTH PORTLAND ME | 465 | $17.0M | $2K |
